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WEST icon

NFC Investments’s Westrock Coffee WEST Stock Holding History

NFC Investments’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 		$15M Sell
3,529,748
-216,211
-6% -$965K 4.18% 9
2025
Q4 		$15.2M Sell
3,745,959
-343,752
-8% -$1.5M 4.3% 8
2025
Q3 		$19.9M Buy
4,089,711
+81,730
+2% +$492K 5.75% 6
2025
Q2 		$23M Sell
4,007,981
-39,581
-1% -$255K 6.57% 4
2025
Q1 		$29.2M Hold
4,047,562
– – 8.69% 3
2024
Q4 		$26M Buy
4,047,562
+3,355
+0.1% +$23K 7.17% 3
2024
Q3 		$26.3M Buy
4,044,207
+588,160
+17% +$5.17M 7.55% 3
2024
Q2 		$35.4M Buy
3,456,047
+6,700
+0.2% +$68.9K 10.14% 3
2024
Q1 		$35.6M Sell
3,449,347
-19,361
-0.6% -$195K 10.25% 3
2023
Q4 		$35.4M Buy
+3,468,708
New +$31M 10.95% 3
2023
Q2 		$33.8M Buy
3,105,856
+440,867
+17% +$5.11M 11.11% 1
2023
Q1 		$32.6M Buy
2,664,989
+613,194
+30% +$7.55M 12.12% 1
2022
Q4 		$27.4M Buy
2,051,795
+100,500
+5% +$1.2M 8.49% 4
2022
Q3 		$20.2M Buy
+1,951,295
New +$20.7M 5.43% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $2.11B AUM 1.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $126M AUM