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WEST icon

Savant Capital’s Westrock Coffee WEST Stock Holding History

Savant Capital’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
Q3 		– Sell
-12,615
Closed -$72.3K – 1377
2025
Q2 		$72.3K Buy
+12,615
New +$81.4K ﹤0.01% 1212
2025
Q1 		– Sell
-20,489
Closed -$132K – 1440
2024
Q4 		$132K Buy
+20,489
New +$141K ﹤0.01% 1360
2024
Q3 		– Sell
-12,102
Closed -$124K – 1474
2024
Q2 		$124K Buy
+12,102
New +$124K ﹤0.01% 1188

Other funds holding WEST

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Savant Capital's WEST Position: Q3 2025 in Review

Savant Capital sold out of Westrock Coffee (WEST) in Q3 2025, closing a stake of 12,615 shares — an estimated $72.3K sold.

Savant Capital first reported a position in WEST in Q2 2024 and held it in 3 quarters. The position peaked at $132K in Q4 2024. 129 funds tracked by Wall St. Rank hold WEST as of Q3 2025.

  • Savant Capital reported no remaining Westrock Coffee position as of Q3 2025 after selling out during the quarter.
  • Savant Capital sold 12,615 Westrock Coffee shares in Q3 2025, an estimated $72.3K.
  • Savant Capital first reported a position in Westrock Coffee in Q2 2024 and held it in 3 quarters.
  • Savant Capital's Westrock Coffee position peaked at $132K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2025.

Based on Savant Capital's 13F filing for Q3 2025, filed 5 Nov 2025.