Red Door Wealth Management’s Westrock Coffee WEST Stock Holding History

Red Door Wealth Management’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	$138K	Sell	17,000 -11,000	-39%	-$79K	0.01%	317
2026 Q1	$119K	Buy	28,000 +2,000	+8%	+$8.93K	0.01%	303
2025 Q4	$106K	Buy	26,000 +1,000	+4%	+$4.38K	0.01%	285
2025 Q3	$122K	Hold	25,000	–	–	0.01%	288
2025 Q2	$143K	Hold	25,000	–	–	0.02%	267
2025 Q1	$181K	Hold	25,000	–	–	0.03%	226
2024 Q4	$161K	Hold	25,000	–	–	0.02%	222
2024 Q3	$163K	Hold	25,000	–	–	0.03%	208
2024 Q2	$256K	Hold	25,000	–	–	0.05%	169
2024 Q1	$258K	Hold	25,000	–	–	0.05%	166
2023 Q4	$255K	Hold	25,000	–	–	0.06%	168
2023 Q3	$222K	Hold	25,000	–	–	0.06%	164
2023 Q2	$272K	Buy	+25,000	New	+$290K	0.06%	191

Other funds holding WEST

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

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Red Door Wealth Management's WEST Position: Q2 2026 in Review

Red Door Wealth Management reduced its Westrock Coffee (WEST) stake by 39% in Q2 2026, selling an estimated $79K and leaving 17,000 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #317.

Red Door Wealth Management first reported a position in WEST in Q2 2023 and has held it in 13 quarters since. The position peaked at $272K in Q2 2023. 23 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Red Door Wealth Management held 17,000 shares of Westrock Coffee worth $138K as of Q2 2026.
Red Door Wealth Management sold 11,000 Westrock Coffee shares in Q2 2026, an estimated $79K.
Westrock Coffee made up 0.01% of Red Door Wealth Management's portfolio in Q2 2026, its #317 holding.
Red Door Wealth Management first reported a position in Westrock Coffee in Q2 2023 and has held it in 13 quarters since.
Red Door Wealth Management's Westrock Coffee position peaked at $272K in Q2 2023.
23 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.