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Summit Asset Management’s Westrock Coffee WEST Stock Holding History

Summit Asset 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 		$87.2K Sell
10,750
-2,521
-19% -$18.1K 0.01% 181
2026
Q1 		$56.4K Hold
13,271
– – 0.01% 171
2025
Q4 		$54K Hold
13,271
– – 0.01% 170
2025
Q3 		$64.5K Hold
13,271
– – 0.01% 170
2025
Q2 		$76K Hold
13,271
– – 0.01% 170
2025
Q1 		$95.8K Hold
13,271
– – 0.02% 165
2024
Q4 		$85.2K Hold
13,271
– – 0.02% 160
2024
Q3 		$86.3K Buy
+13,271
New +$117K 0.02% 165

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

Summit Asset Management's WEST Position: Q2 2026 in Review

Summit Asset Management reduced its Westrock Coffee (WEST) stake by 19% in Q2 2026, selling an estimated $18.1K and leaving 10,750 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #181.

Summit Asset Management first reported a position in WEST in Q3 2024 and has held it in 8 quarters since. The position peaked at $95.8K in Q1 2025. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Summit Asset Management held 10,750 shares of Westrock Coffee worth $87.2K as of Q2 2026.
  • Summit Asset Management sold 2,521 Westrock Coffee shares in Q2 2026, an estimated $18.1K.
  • Westrock Coffee made up 0.01% of Summit Asset Management's portfolio in Q2 2026, its #181 holding.
  • Summit Asset Management first reported a position in Westrock Coffee in Q3 2024 and has held it in 8 quarters since.
  • Summit Asset Management's Westrock Coffee position peaked at $95.8K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.