State Street
WEST icon

State Street’s Westrock Coffee WEST Stock Holding History

State Street’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 		$3.25M Buy
765,505
+73,710
+11% +$329K ﹤0.01% 3129
2025
Q4 		$2.82M Sell
691,795
-58,881
-8% -$258K ﹤0.01% 3221
2025
Q3 		$3.65M Sell
750,676
-3,247
-0.4% -$19.5K ﹤0.01% 3117
2025
Q2 		$4.32M Buy
753,923
+29,751
+4% +$192K ﹤0.01% 3008
2025
Q1 		$5.23M Buy
724,172
+33,480
+5% +$219K ﹤0.01% 2864
2024
Q4 		$4.43M Buy
690,692
+41,139
+6% +$282K ﹤0.01% 3026
2024
Q3 		$4.22M Buy
649,553
+12,937
+2% +$114K ﹤0.01% 3043
2024
Q2 		$6.51M Buy
636,616
+7,263
+1% +$74.7K ﹤0.01% 2803
2024
Q1 		$6.5M Buy
629,353
+29,598
+5% +$299K ﹤0.01% 2814
2023
Q4 		$6.12M Buy
599,755
+159,440
+36% +$1.43M ﹤0.01% 2856
2023
Q3 		$3.9M Buy
440,315
+40,685
+10% +$424K ﹤0.01% 3041
2023
Q2 		$4.34M Buy
399,630
+316,480
+381% +$3.67M ﹤0.01% 3062
2023
Q1 		$1.02M Buy
83,150
+37,318
+81% +$460K ﹤0.01% 3533
2022
Q4 		$612K Buy
+45,832
New +$548K ﹤0.01% 3697

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

State Street's WEST Position: Q1 2026 in Review

State Street increased its Westrock Coffee (WEST) stake by 11% in Q1 2026, buying an estimated $329K and bringing the position to 765,505 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

State Street first reported a position in WEST in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.51M in Q2 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • State Street held 765,505 shares of Westrock Coffee worth $3.25M as of Q1 2026.
  • State Street bought 73,710 Westrock Coffee shares in Q1 2026, an estimated $329K.
  • Westrock Coffee made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3129 holding.
  • State Street first reported a position in Westrock Coffee in Q4 2022 and has held it in 14 quarters since.
  • State Street's Westrock Coffee position peaked at $6.51M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.