UBS Group
WEST icon

UBS Group’s Westrock Coffee WEST Stock Holding History

UBS 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
Q1 		$493K Buy
116,025
+59,336
+105% +$265K ﹤0.01% 6097
2025
Q4 		$231K Sell
56,689
-190,306
-77% -$833K ﹤0.01% 6500
2025
Q3 		$1.2M Buy
246,995
+45,330
+22% +$273K ﹤0.01% 5407
2025
Q2 		$1.16M Sell
201,665
-119,754
-37% -$773K ﹤0.01% 5321
2025
Q1 		$2.32M Sell
321,419
-23,374
-7% -$153K ﹤0.01% 4584
2024
Q4 		$2.21M Buy
344,793
+323,929
+1,553% +$2.22M ﹤0.01% 4631
2024
Q3 		$136K Sell
20,864
-924
-4% -$8.12K ﹤0.01% 6143
2024
Q2 		$223K Sell
21,788
-10,716
-33% -$110K ﹤0.01% 5587
2024
Q1 		$336K Buy
32,504
+9,352
+40% +$94.4K ﹤0.01% 5498
2023
Q4 		$236K Buy
23,152
+10,214
+79% +$91.4K ﹤0.01% 5671
2023
Q3 		$115K Sell
12,938
-6,143
-32% -$63.9K ﹤0.01% 5744
2023
Q2 		$207K Buy
19,081
+16,388
+609% +$190K ﹤0.01% 5453
2023
Q1 		$33K Sell
2,693
-142
-5% -$1.75K ﹤0.01% 6729
2022
Q4 		$37.9K Buy
2,835
+926
+49% +$11.1K ﹤0.01% 7020
2022
Q3 		$20K Buy
+1,909
New +$20.3K ﹤0.01% 7413

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

UBS Group's WEST Position: Q1 2026 in Review

UBS Group increased its Westrock Coffee (WEST) stake by 105% in Q1 2026, buying an estimated $265K and bringing the position to 116,025 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #6097.

UBS Group first reported a position in WEST in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q1 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • UBS Group held 116,025 shares of Westrock Coffee worth $493K as of Q1 2026.
  • UBS Group bought 59,336 Westrock Coffee shares in Q1 2026, an estimated $265K.
  • Westrock Coffee made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6097 holding.
  • UBS Group first reported a position in Westrock Coffee in Q3 2022 and has held it in 15 quarters since.
  • UBS Group's Westrock Coffee position peaked at $2.32M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.