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 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

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group's WEST Position: Q2 2026 in Review

Stephens Group reduced its Westrock Coffee (WEST) stake by 9.4% in Q2 2026, selling an estimated $5.47M and leaving 7,347,871 shares worth $59.6M. The position accounts for 28.88% of the portfolio, ranked #2.

Stephens Group first reported a position in WEST in Q3 2022 and has held it in 16 quarters since. The position peaked at $118M in Q4 2022. 30 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Stephens Group held 7,347,871 shares of Westrock Coffee worth $59.6M as of Q2 2026.
Stephens Group sold 762,172 Westrock Coffee shares in Q2 2026, an estimated $5.47M.
Westrock Coffee made up 28.88% of Stephens Group's portfolio in Q2 2026, its #2 holding.
Stephens Group first reported a position in Westrock Coffee in Q3 2022 and has held it in 16 quarters since.
Stephens Group's Westrock Coffee position peaked at $118M in Q4 2022.
30 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Stephens Group's 13F filing for Q2 2026, filed 10 Jul 2026.