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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
Q2 		$1.25M Sell
154,500
-1,701
-1% -$12.2K 0.84% 35
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Sovereign's Capital Management's WEST Position: Q2 2026 in Review

Sovereign's Capital Management reduced its Westrock Coffee (WEST) stake by 1.1% in Q2 2026, selling an estimated $12.2K and leaving 154,500 shares worth $1.25M. The position accounts for 0.84% of the portfolio, ranked #35.

Sovereign's Capital Management first reported a position in WEST in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Sovereign's Capital Management held 154,500 shares of Westrock Coffee worth $1.25M as of Q2 2026.
  • Sovereign's Capital Management sold 1,701 Westrock Coffee shares in Q2 2026, an estimated $12.2K.
  • Westrock Coffee made up 0.84% of Sovereign's Capital Management's portfolio in Q2 2026, its #35 holding.
  • Sovereign's Capital Management first reported a position in Westrock Coffee in Q4 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.