Stephens Group’s Westrock Coffee WEST Stock Holding History

Stephens Group’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 Q3	$59.1M	Hold	7,347,871	–	–	28.9%	2
2026 Q2	$59.6M	Sell	7,347,871 -762,172	-9%	-$5.47M	28.88%	2
2026 Q1	$34.5M	Hold	8,110,043	–	–	20.1%	2
2025 Q4	$33M	Hold	8,110,043	–	–	17.8%	3
2025 Q3	$39.4M	Hold	8,110,043	–	–	21.26%	3
2025 Q2	$46.5M	Hold	8,110,043	–	–	25.59%	2
2025 Q1	$58.6M	Hold	8,110,043	–	–	30.17%	2
2024 Q4	$52.1M	Hold	8,110,043	–	–	26.01%	2
2024 Q3	$52.7M	Sell	8,110,043 -34,415	-0.4%	-$303K	28.04%	2
2024 Q2	$83.3M	Sell	8,144,458 -148,239	-2%	-$1.52M	37.05%	2
2024 Q1	$85.7M	Hold	8,292,697	–	–	34.15%	2
2023 Q4	$84.7M	Sell	8,292,697 -117,397	-1%	-$1.05M	35.35%	1
2023 Q3	$74.5M	Sell	8,410,094 -102,884	-1%	-$1.07M	33.69%	2
2023 Q2	$92.5M	Sell	8,512,978 -71,925	-0.8%	-$833K	38.07%	1
2023 Q1	$105M	Sell	8,584,903 -216,663	-2%	-$2.67M	41.7%	1
2022 Q4	$118M	Hold	8,801,566	–	–	44.86%	1
2022 Q3	$90.9M	Buy	+8,801,566	New	+$93.4M	34.85%	1

Other funds holding WEST

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Stephens Group's WEST Position: Q3 2026 in Review

Stephens Group held its Westrock Coffee (WEST) position steady in Q3 2026 at 7,347,871 shares worth $59.1M. The position accounts for 28.9% of the portfolio, ranked #2.

Stephens Group first reported a position in WEST in Q3 2022 and has held it in 17 quarters since. The position peaked at $118M in Q4 2022. 21 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

Stephens Group held 7,347,871 shares of Westrock Coffee worth $59.1M as of Q3 2026.
Stephens Group left its Westrock Coffee share count unchanged in Q3 2026.
Westrock Coffee made up 28.9% of Stephens Group's portfolio in Q3 2026, its #2 holding.
Stephens Group first reported a position in Westrock Coffee in Q3 2022 and has held it in 17 quarters since.
Stephens Group's Westrock Coffee position peaked at $118M in Q4 2022.
21 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Stephens Group's 13F filing for Q3 2026, filed 6 Oct 2026.