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Pekin Hardy Strauss’s Westrock Coffee WEST Stock Holding History

Pekin Hardy Strauss’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
Q1 		– Sell
-29,500
Closed -$189K – 389
2024
Q4 		$189K Buy
+29,500
New +$202K 0.02% 342

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Pekin Hardy Strauss's WEST Position: Q1 2025 in Review

Pekin Hardy Strauss sold out of Westrock Coffee (WEST) in Q1 2025, closing a stake of 29,500 shares — an estimated $189K sold.

Pekin Hardy Strauss first reported a position in WEST in Q4 2024 and held it in 1 quarter. The position peaked at $189K in Q4 2024. 117 funds tracked by Wall St. Rank hold WEST as of Q1 2025.

  • Pekin Hardy Strauss reported no remaining Westrock Coffee position as of Q1 2025 after selling out during the quarter.
  • Pekin Hardy Strauss sold 29,500 Westrock Coffee shares in Q1 2025, an estimated $189K.
  • Pekin Hardy Strauss first reported a position in Westrock Coffee in Q4 2024 and held it in 1 quarter.
  • Pekin Hardy Strauss's Westrock Coffee position peaked at $189K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2025.

Based on Pekin Hardy Strauss's 13F filing for Q1 2025, filed 30 Apr 2025.