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Paragon Advisors’s Westrock Coffee WEST Stock Holding History

Paragon 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
2026
Q1 		– Sell
-21,326
Closed -$86.8K – 86
2025
Q4 		$86.8K Hold
21,326
– – 0.02% 81
2025
Q3 		$104K Buy
21,326
+7,565
+55% +$45.5K 0.03% 77
2025
Q2 		$78.9K Hold
13,761
– – 0.02% 81
2025
Q1 		$99.4K Buy
+13,761
New +$90.2K 0.04% 84
2024
Q4 		– Sell
-42,852
Closed -$279K – 82
2024
Q3 		$279K Sell
42,852
-18,014
-30% -$158K 0.09% 71
2024
Q2 		$623K Sell
60,866
-60,000
-50% -$617K 0.23% 62
2024
Q1 		$1.25M Sell
120,866
-13,734
-10% -$139K 0.5% 59
2023
Q4 		$1.37M Sell
134,600
-20,000
-13% -$179K 0.58% 49
2023
Q3 		$1.37M Sell
154,600
-31,984
-17% -$333K 0.57% 40
2023
Q2 		$2.03M Sell
186,584
-5,000
-3% -$57.9K 0.66% 45
2023
Q1 		$2.34M Buy
+191,584
New +$2.36M 0.79% 38

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

Paragon Advisors's WEST Position: Q1 2026 in Review

Paragon Advisors sold out of Westrock Coffee (WEST) in Q1 2026, closing a stake of 21,326 shares — an estimated $86.8K sold.

Paragon Advisors first reported a position in WEST in Q1 2023 and held it in 11 quarters. The position peaked at $2.34M in Q1 2023. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Paragon Advisors reported no remaining Westrock Coffee position as of Q1 2026 after selling out during the quarter.
  • Paragon Advisors sold 21,326 Westrock Coffee shares in Q1 2026, an estimated $86.8K.
  • Paragon Advisors first reported a position in Westrock Coffee in Q1 2023 and held it in 11 quarters.
  • Paragon Advisors's Westrock Coffee position peaked at $2.34M in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.