Marshall Wace
WEST icon

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
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

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's WEST Position: Q1 2026 in Review

Marshall Wace reduced its Westrock Coffee (WEST) stake by 83% in Q1 2026, selling an estimated $566K and leaving 25,301 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Marshall Wace first reported a position in WEST in Q1 2023 and has held it in 8 quarters since. The position peaked at $619K in Q4 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Marshall Wace held 25,301 shares of Westrock Coffee worth $108K as of Q1 2026.
  • Marshall Wace sold 126,834 Westrock Coffee shares in Q1 2026, an estimated $566K.
  • Westrock Coffee made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2885 holding.
  • Marshall Wace first reported a position in Westrock Coffee in Q1 2023 and has held it in 8 quarters since.
  • Marshall Wace's Westrock Coffee position peaked at $619K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.