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Rothschild Investment LLC’s Westrock Coffee WEST Stock Holding History

Rothschild Investment LLC’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 		$2.98K Buy
367
+309
+533% +$2.22K ﹤0.01% 2578
2026
Q1 		$247 Buy
58
+42
+263% +$187 ﹤0.01% 3268
2025
Q4 		$65 Sell
16
-24
-60% -$105 ﹤0.01% 3246
2025
Q3 		$194 Hold
40
– – ﹤0.01% 3004
2025
Q2 		$229 Hold
40
– – ﹤0.01% 2912
2025
Q1 		$289 Hold
40
– – ﹤0.01% 2773
2024
Q4 		$257 Buy
+40
New +$275 ﹤0.01% 2736
2024
Q3 		– Sell
-10
Closed -$102 – 2990
2024
Q2 		$102 Buy
+10
New +$103 ﹤0.01% 2737

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
DC
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

Rothschild Investment LLC's WEST Position: Q2 2026 in Review

Rothschild Investment LLC increased its Westrock Coffee (WEST) stake by 533% in Q2 2026, buying an estimated $2.22K and bringing the position to 367 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Rothschild Investment LLC first reported a position in WEST in Q2 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Rothschild Investment LLC held 367 shares of Westrock Coffee worth $2.98K as of Q2 2026.
  • Rothschild Investment LLC bought 309 Westrock Coffee shares in Q2 2026, an estimated $2.22K.
  • Westrock Coffee made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2578 holding.
  • Rothschild Investment LLC first reported a position in Westrock Coffee in Q2 2024 and has held it in 8 quarters since.
  • 53 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.