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Piedmont Capital Management (North Carolina)’s Westrock Coffee WEST Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$643K Sell
151,354
-7,000
-4% -$31.2K 0.43% 38
2025
Q4 		$645K Buy
+158,354
New +$693K 0.42% 39

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

Piedmont Capital Management (North Carolina)'s WEST Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) reduced its Westrock Coffee (WEST) stake by 4.4% in Q1 2026, selling an estimated $31.2K and leaving 151,354 shares worth $643K. The position accounts for 0.43% of the portfolio, ranked #38.

Piedmont Capital Management (North Carolina) first reported a position in WEST in Q4 2025 and has held it in 2 quarters since. The position peaked at $645K in Q4 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 151,354 shares of Westrock Coffee worth $643K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) sold 7,000 Westrock Coffee shares in Q1 2026, an estimated $31.2K.
  • Westrock Coffee made up 0.43% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #38 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Westrock Coffee in Q4 2025 and has held it in 2 quarters since.
  • Piedmont Capital Management (North Carolina)'s Westrock Coffee position peaked at $645K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.