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Westrock Coffee Co (WEST)

CUSIP: 96145W103 | NYSE | Consumer Defensive · Packaged Foods | Small Cap | 282 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AThe Stephens Group, LLC
with Sg-Coffee, LLC
9,252,6329.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AThe Stephens Group, LLC9,252,632
9.0% of class · Jun 30, 2026New 5%+ stake
with Sg-Coffee, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Stephens Group, LLC7,347,871
28.9% of portfolio›$59.1M
Agman Capital LLC838,846
4.7% of portfolio›$6.7M
Silverleafe Capital Partners, LLC355,156
0.8% of portfolio›$2.9M
LEE Danner & Bass Inc283,000
0.1% of portfolio›$2.3M
Davenport & Co LLC181,025
0.0% of portfolio›$1.5M
Horrell Capital Management, Inc.157,648
0.7% of portfolio›$1.3M
Piedmont Capital Management, LLC137,488
0.7% of portfolio›$1.1M
Arkansas Financial Group, Inc.127,483
0.1% of portfolio›$1.0M
Inspire Investing, LLC79,067
0.0% of portfolio›$635.7K
Creative Planning42,316
0.0% of portfolio›$340.2K
Greenwood Gearhart LLC38,727
0.0% of portfolio›$311.4K
Inscription Capital, LLC22,435
0.0% of portfolio›$180.4K
State of Wyoming17,178
0.0% of portfolio›$138.1K
Wealth Enhancement Advisory Services, LLC13,951
0.0% of portfolio›$114.3K
Patriot Investment Management Group, Inc.12,061
0.0% of portfolio›$97.0K
Summit Asset Management, LLC10,750
0.0% of portfolio›$86.4K
State of Alaska, Department of Revenue4,643
0.0% of portfolio›$37
Citigroup Inc1,861
0.0% of portfolio›$15.0K
Versant Capital Management, Inc1,793
0.0% of portfolio›$14.4K
Signaturefd, LLC1,271
0.0% of portfolio›$10.2K
Sterling Capital Management LLC1,202
0.0% of portfolio›$9.7K
Gamma Investing LLC1,120
0.0% of portfolio›$9.0K
Simplex Trading, LLC944
0.0% of portfolio›$7.6K
Farther Finance Advisors, LLC838
0.0% of portfolio›$6.7K
EverSource Wealth Advisors, LLC754
0.0% of portfolio›$6.1K
Essential Partners LLC327
0.0% of portfolio›$2.6K
Parallel Advisors, LLC280
0.0% of portfolio›$2.3K
IFP Advisors, Inc261
0.0% of portfolio›$2.1K
Root Financial Partners, LLC139
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.130
0.0% of portfolio›$1.0K
True Wealth Design, LLC63
0.0% of portfolio›$507
Provenance Wealth Advisors, LLC57
0.0% of portfolio›$458
Ascentis Wealth Management, LLC37
0.0% of portfolio›$297
West Financial Advisors, LLC31
0.0% of portfolio›$0
Covestor Ltd26
0.0% of portfolio›$0
Beacon Investment Advisory Services, Inc.25
0.0% of portfolio›$0
Fortitude Family Office, LLC25
0.0% of portfolio›$201
Caitong International Asset Management Co., Ltd3
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Stephens Group, LLC
7,347,871$59.1M28.9%YieldVery LowLittle Rock, AR2026-10-06
Agman Capital LLC
838,846$6.7M4.7%ValueMediumOmaha, NE2026-10-29
Silverleafe Capital Partners, LLC
355,156$2.9M0.8%CoreMediumGermantown, TN2026-10-02
LEE Danner & Bass Inc
283,000$2.3M0.1%ValueVery LowNashville, TN2026-10-27
Davenport & Co LLC
181,025$1.5M0.0%CoreMediumRichmond, VA2026-10-14
Horrell Capital Management, Inc.
157,648$1.3M0.7%ValueVery LowLittle Rock, AR2026-10-08
Piedmont Capital Management, LLC
137,488$1.1M0.7%CoreLowGreensboro, NC2026-10-21
Arkansas Financial Group, Inc.
127,483$1.0M0.1%ETFVery LowLittle Rock, AR2026-10-26
Inspire Investing, LLC
79,067$635.7K0.0%GARPHighMeridian, ID2026-10-22
Creative Planning
42,316$340.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Greenwood Gearhart LLC
38,727$311.4K0.0%ETFLowFayetteville, AR2026-11-02
Inscription Capital, LLC
22,435$180.4K0.0%GARPMediumHouston, TX2026-11-02
State of Wyoming
17,178$138.1K0.0%ValueHighCheyenne, WY2026-10-28
Wealth Enhancement Advisory Services, LLC
13,951$114.3K0.0%CoreLowPlymouth, MN2026-10-13
Patriot Investment Management Group, Inc.
12,061$97.0K0.0%ETFVery LowKnoxville, TN2026-10-15
Summit Asset Management, LLC
10,750$86.4K0.0%ETFLowMemphis, TN2026-11-05
State of Alaska, Department of Revenue
4,643$370.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
1,861$15.0K0.0%CoreMediumNew York, NY2026-11-04
Versant Capital Management, Inc
1,793$14.4K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
1,271$10.2K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
1,202$9.7K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,120$9.0K0.0%IndexVery LowFoster City, CA2026-10-08
Simplex Trading, LLC
944$7.6K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
838$6.7K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
754$6.1K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
327$2.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
280$2.3K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
261$2.1K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
139$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
130$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
63$5070.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
57$4580.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Wealth Management, LLC
37$2970.0%Agg GrowthLowDallas, TX2026-11-03
West Financial Advisors, LLC
31$00.0%ETFLowDes Moines, IA2026-10-22
Covestor Ltd
26$00.0%ValueHighLondon, United Kingdom2026-10-30
Beacon Investment Advisory Services, Inc.
25$00.0%GrowthLowMorristown, NJ2026-10-13
Fortitude Family Office, LLC
25$2010.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
3$240.0%GrowthVery HighHong Kong, South Korea2026-10-29