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Waterloo Capital’s Westrock Coffee WEST Stock Holding History

Waterloo Capital’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 		$87K Buy
10,729
+176
+2% +$1.26K ﹤0.01% 557
2026
Q1 		$44.9K Buy
10,553
+47
+0.4% +$210 ﹤0.01% 479
2025
Q4 		$42.8K Buy
+10,506
New +$46K ﹤0.01% 455

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

Waterloo Capital's WEST Position: Q2 2026 in Review

Waterloo Capital increased its Westrock Coffee (WEST) stake by 1.7% in Q2 2026, buying an estimated $1.26K and bringing the position to 10,729 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Waterloo Capital first reported a position in WEST in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Waterloo Capital held 10,729 shares of Westrock Coffee worth $87K as of Q2 2026.
  • Waterloo Capital bought 176 Westrock Coffee shares in Q2 2026, an estimated $1.26K.
  • Westrock Coffee made up ﹤0.01% of Waterloo Capital's portfolio in Q2 2026, its #557 holding.
  • Waterloo Capital first reported a position in Westrock Coffee in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.