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Sovereign's Capital Management’s Westrock Coffee WEST Stock Holding History

Sovereign's Capital 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
Q1 		$664K Sell
156,201
-5,832
-4% -$26K 0.49% 52
2025
Q4 		$659K Sell
162,033
-9,963
-6% -$43.6K 0.4% 51
2025
Q3 		$836K Sell
171,996
-715
-0.4% -$4.3K 0.45% 58
2025
Q2 		$990K Buy
172,711
+15,168
+10% +$97.9K 0.53% 56
2025
Q1 		$1.14M Buy
157,543
+85,133
+118% +$558K 0.68% 51
2024
Q4 		$465K Buy
+72,410
New +$497K 0.3% 70

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

Sovereign's Capital Management's WEST Position: Q1 2026 in Review

Sovereign's Capital Management reduced its Westrock Coffee (WEST) stake by 3.6% in Q1 2026, selling an estimated $26K and leaving 156,201 shares worth $664K. The position accounts for 0.49% of the portfolio, ranked #52.

Sovereign's Capital Management first reported a position in WEST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Sovereign's Capital Management held 156,201 shares of Westrock Coffee worth $664K as of Q1 2026.
  • Sovereign's Capital Management sold 5,832 Westrock Coffee shares in Q1 2026, an estimated $26K.
  • Westrock Coffee made up 0.49% of Sovereign's Capital Management's portfolio in Q1 2026, its #52 holding.
  • Sovereign's Capital Management first reported a position in Westrock Coffee in Q4 2024 and has held it in 6 quarters since.
  • Sovereign's Capital Management's Westrock Coffee position peaked at $1.14M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.