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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
Q2 		$16.8M Sell
2,066,711
-1,463,037
-41% -$10.5M 4.26% 8
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
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
AC
Agman Capital Omaha, Nebraska $159M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NFC Investments's WEST Position: Q2 2026 in Review

NFC Investments reduced its Westrock Coffee (WEST) stake by 41% in Q2 2026, selling an estimated $10.5M and leaving 2,066,711 shares worth $16.8M. The position accounts for 4.26% of the portfolio, ranked #8.

NFC Investments first reported a position in WEST in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.6M in Q1 2024. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • NFC Investments held 2,066,711 shares of Westrock Coffee worth $16.8M as of Q2 2026.
  • NFC Investments sold 1,463,037 Westrock Coffee shares in Q2 2026, an estimated $10.5M.
  • Westrock Coffee made up 4.26% of NFC Investments's portfolio in Q2 2026, its #8 holding.
  • NFC Investments first reported a position in Westrock Coffee in Q3 2022 and has held it in 15 quarters since.
  • NFC Investments's Westrock Coffee position peaked at $35.6M in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on NFC Investments's 13F filing for Q2 2026, filed 13 Aug 2026.