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Principal Street Partners’s Westrock Coffee WEST Stock Holding History

Principal Street Partners’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
Q4 		– Sell
-194,347
Closed -$945K – 280
2025
Q3 		$945K Sell
194,347
-194,347
-50% -$1.17M 0.15% 81
2025
Q2 		$2.23M Buy
388,694
+194,347
+100% +$1.25M 0.22% 71
2025
Q1 		$1.4M Hold
194,347
– – 0.26% 67
2024
Q4 		$1.25M Sell
194,347
-197,333
-50% -$1.35M 0.25% 67
2024
Q3 		$4.01M Buy
391,680
+195,800
+100% +$1.72M 0.66% 54
2024
Q2 		$2M Hold
195,880
– – 0.36% 59
2024
Q1 		$2.06M Buy
195,880
+80
+0% +$807 0.39% 58
2023
Q4 		$2M Sell
195,800
-192,894
-50% -$1.73M 0.48% 55
2023
Q3 		$3.44M Buy
388,694
+194,347
+100% +$2.02M 0.68% 54
2023
Q2 		$2.11M Buy
+194,347
New +$2.25M 0.5% 52

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
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
AC
Agman Capital Omaha, Nebraska $126M AUM

Principal Street Partners's WEST Position: Q4 2025 in Review

Principal Street Partners sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 194,347 shares — an estimated $945K sold.

Principal Street Partners first reported a position in WEST in Q2 2023 and held it in 10 quarters. The position peaked at $4.01M in Q3 2024. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

  • Principal Street Partners reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
  • Principal Street Partners sold 194,347 Westrock Coffee shares in Q4 2025, an estimated $945K.
  • Principal Street Partners first reported a position in Westrock Coffee in Q2 2023 and held it in 10 quarters.
  • Principal Street Partners's Westrock Coffee position peaked at $4.01M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.