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True Wealth Design’s Westrock Coffee WEST Stock Holding History

True Wealth Design’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 		$1.01K Buy
125
+117
+1,463% +$840 ﹤0.01% 1969
2026
Q1 		$34 Hold
8
– – ﹤0.01% 2598
2025
Q4 		$33 Sell
8
-22
-73% -$96 ﹤0.01% 2456
2025
Q3 		$146 Sell
30
-63
-68% -$379 ﹤0.01% 2372
2025
Q2 		$533 Buy
+93
New +$600 ﹤0.01% 1713

Other funds holding WEST

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
ZA
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
DC
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's WEST Position: Q2 2026 in Review

True Wealth Design increased its Westrock Coffee (WEST) stake by 1,463% in Q2 2026, buying an estimated $840 and bringing the position to 125 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

True Wealth Design first reported a position in WEST in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • True Wealth Design held 125 shares of Westrock Coffee worth $1.01K as of Q2 2026.
  • True Wealth Design bought 117 Westrock Coffee shares in Q2 2026, an estimated $840.
  • Westrock Coffee made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1969 holding.
  • True Wealth Design first reported a position in Westrock Coffee in Q2 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.