WC
WEST icon

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
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 $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

Waterloo Capital's WEST Position: Q1 2026 in Review

Waterloo Capital increased its Westrock Coffee (WEST) stake by 0.45% in Q1 2026, buying an estimated $210 and bringing the position to 10,553 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Waterloo Capital first reported a position in WEST in Q4 2025 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Waterloo Capital held 10,553 shares of Westrock Coffee worth $44.9K as of Q1 2026.
  • Waterloo Capital bought 47 Westrock Coffee shares in Q1 2026, an estimated $210.
  • Westrock Coffee made up ﹤0.01% of Waterloo Capital's portfolio in Q1 2026, its #479 holding.
  • Waterloo Capital first reported a position in Westrock Coffee in Q4 2025 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.