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Millennium Capital Advisors’s Westrock Coffee WEST Stock Holding History

Millennium Capital Advisors’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
2025
Q3 		– Sell
-12,185
Closed -$69.8K – 138
2025
Q2 		$69.8K Sell
12,185
-2,600
-18% -$16.8K 0.05% 121
2025
Q1 		$107K Sell
14,785
-1,165
-7% -$7.63K 0.08% 114
2024
Q4 		$102K Sell
15,950
-345
-2% -$2.37K 0.07% 117
2024
Q3 		$106K Sell
16,295
-1,055
-6% -$9.28K 0.07% 123
2024
Q2 		$177K Buy
17,350
+155
+0.9% +$1.59K 0.12% 119
2024
Q1 		$178K Sell
17,195
-175
-1% -$1.77K 0.13% 118
2023
Q4 		$177K Buy
17,370
+550
+3% +$4.92K 0.14% 116
2023
Q3 		$149K Buy
16,820
+1,900
+13% +$19.8K 0.13% 109
2023
Q2 		$162K Buy
14,920
+150
+1% +$1.74K 0.13% 103
2023
Q1 		$181K Buy
14,770
+2,870
+24% +$35.3K 0.16% 100
2022
Q4 		$159K Buy
11,900
+1,500
+14% +$17.9K 0.16% 90
2022
Q3 		$107K Buy
+10,400
New +$110K 0.11% 89

Other funds holding WEST

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Millennium Capital Advisors's WEST Position: Q3 2025 in Review

Millennium Capital Advisors sold out of Westrock Coffee (WEST) in Q3 2025, closing a stake of 12,185 shares — an estimated $69.8K sold.

Millennium Capital Advisors first reported a position in WEST in Q3 2022 and held it in 12 quarters. The position peaked at $181K in Q1 2023. 129 funds tracked by Wall St. Rank hold WEST as of Q3 2025.

  • Millennium Capital Advisors reported no remaining Westrock Coffee position as of Q3 2025 after selling out during the quarter.
  • Millennium Capital Advisors sold 12,185 Westrock Coffee shares in Q3 2025, an estimated $69.8K.
  • Millennium Capital Advisors first reported a position in Westrock Coffee in Q3 2022 and held it in 12 quarters.
  • Millennium Capital Advisors's Westrock Coffee position peaked at $181K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2025.

Based on Millennium Capital Advisors's 13F filing for Q3 2025, filed 18 Feb 2026.