Marshall Wace’s Westrock Coffee WEST Stock Holding History

Marshall Wace’s Portfolio WEST Stock Details WEST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$857K	Buy	105,722 +80,421	+318%	+$577K	﹤0.01%	2277
2026 Q1	$108K	Sell	25,301 -126,834	-83%	-$566K	﹤0.01%	2885
2025 Q4	$619K	Buy	152,135 +103,015	+210%	+$451K	﹤0.01%	2156
2025 Q3	$239K	Buy	49,120 +30,954	+170%	+$186K	﹤0.01%	2518
2025 Q2	$104K	Buy	+18,166	New	+$117K	﹤0.01%	2538
2024 Q3	–	Sell	-43,280	Closed	-$443K	–	3000
2024 Q2	$443K	Buy	+43,280	New	+$445K	﹤0.01%	2006
2023 Q4	–	Sell	-13,262	Closed	-$118K	–	2653
2023 Q3	$118K	Sell	13,262 -29,423	-69%	-$306K	﹤0.01%	2037
2023 Q2	$464K	Sell	42,685 -334	-0.8%	-$3.87K	﹤0.01%	2014
2023 Q1	$527K	Buy	+43,019	New	+$530K	﹤0.01%	2078

Other funds holding WEST

HF Capital Knoxville, Tennessee $297M AUM

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Agman Capital Omaha, Nebraska $159M AUM

Marshall Wace's WEST Position: Q2 2026 in Review

Marshall Wace increased its Westrock Coffee (WEST) stake by 318% in Q2 2026, buying an estimated $577K and bringing the position to 105,722 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Marshall Wace first reported a position in WEST in Q1 2023 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Marshall Wace held 105,722 shares of Westrock Coffee worth $857K as of Q2 2026.
Marshall Wace bought 80,421 Westrock Coffee shares in Q2 2026, an estimated $577K.
Westrock Coffee made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2277 holding.
Marshall Wace first reported a position in Westrock Coffee in Q1 2023 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.