Morgan Stanley
WEST icon

Morgan Stanley’s Westrock Coffee WEST Stock Holding History

Morgan Stanley’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 		$362K Sell
85,212
-29,453
-26% -$131K ﹤0.01% 5629
2025
Q4 		$467K Buy
114,665
+19,820
+21% +$86.8K ﹤0.01% 5553
2025
Q3 		$461K Sell
94,845
-143,417
-60% -$862K ﹤0.01% 5530
2025
Q2 		$1.37M Buy
238,262
+74,145
+45% +$479K ﹤0.01% 4941
2025
Q1 		$1.18M Sell
164,117
-58,008
-26% -$380K ﹤0.01% 4928
2024
Q4 		$1.43M Buy
222,125
+37,186
+20% +$255K ﹤0.01% 4912
2024
Q3 		$1.2M Buy
184,939
+52,719
+40% +$463K ﹤0.01% 4939
2024
Q2 		$1.35M Sell
132,220
-2,438
-2% -$25.1K ﹤0.01% 4794
2024
Q1 		$1.39M Sell
134,658
-335,852
-71% -$3.39M ﹤0.01% 4786
2023
Q4 		$4.8M Buy
470,510
+253,635
+117% +$2.27M ﹤0.01% 4400
2023
Q3 		$1.92M Sell
216,875
-121,786
-36% -$1.27M ﹤0.01% 4416
2023
Q2 		$3.68M Buy
338,661
+215,974
+176% +$2.5M ﹤0.01% 3984
2023
Q1 		$1.5M Buy
122,687
+62,185
+103% +$766K ﹤0.01% 4622
2022
Q4 		$808K Buy
60,502
+50,344
+496% +$601K ﹤0.01% 4979
2022
Q3 		$105K Buy
+10,158
New +$108K ﹤0.01% 6054

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

Morgan Stanley's WEST Position: Q1 2026 in Review

Morgan Stanley reduced its Westrock Coffee (WEST) stake by 26% in Q1 2026, selling an estimated $131K and leaving 85,212 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #5629.

Morgan Stanley first reported a position in WEST in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.8M in Q4 2023. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Morgan Stanley held 85,212 shares of Westrock Coffee worth $362K as of Q1 2026.
  • Morgan Stanley sold 29,453 Westrock Coffee shares in Q1 2026, an estimated $131K.
  • Westrock Coffee made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5629 holding.
  • Morgan Stanley first reported a position in Westrock Coffee in Q3 2022 and has held it in 15 quarters since.
  • Morgan Stanley's Westrock Coffee position peaked at $4.8M in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.