Stephens Group, LLC WEST — WESTROCK COFFEE CO

Ownership history in Stephens Group, LLC  ·  15 quarters on record

AI Ownership Summary

Stephens Group, LLC reported WESTROCK COFFEE CO (WEST) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 37.05% in 2024 Q2. The latest visible filing shows WEST at 20.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WEST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stephens Group, LLC's position in WESTROCK COFFEE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WEST was reported at 20.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
37.05% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WEST stock page Stephens Group, LLC fund profile Stephens Group, LLC full holdings
How Stephens Group, LLC held WEST — position size vs. price
% of Fund (quarterly)    WEST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,110,043 — 0% 20.10% $34.5M 2026-04-13 $4.79
2025 Q4 UNCHANGED — — — 8,110,043 — 0% 17.80% $33.0M 2026-01-06 $3.74
2025 Q3 UNCHANGED — — — 8,110,043 — 0% 21.26% $39.4M 2025-10-03 $4.86
2025 Q2 UNCHANGED — — — 8,110,043 — 0% 25.59% $46.5M 2025-07-03 $6.41
2025 Q1 UNCHANGED — — — 8,110,043 — 0% 30.17% $58.6M 2025-04-03 $6.82
2024 Q4 UNCHANGED — — — 8,110,043 — 0% 26.01% $52.1M 2025-01-07 $6.25
2024 Q3 REDUCED — — — 8,110,043 -34,415 -0.4% 28.04% $52.7M 2024-10-03 $6.14
2024 Q2 REDUCED — — — 8,144,458 -148,239 -1.8% 37.05% $83.3M 2024-07-17 $10.08
2024 Q1 UNCHANGED — — — 8,292,697 — 0% 34.15% $85.7M 2024-04-03 $10.21
2023 Q4 REDUCED — — — 8,292,697 -117,397 -1.4% 35.35% $84.7M 2024-01-05 $9.75
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WEST

As of 2026 Q1 — sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 5.92% AGMAN CAPITAL LLC 2.84% Piedmont Capital Management, LLC/NC 0.43% Horrell Capital Management, Inc. 3Y 7Y 0.31% LEE DANNER & BASS INC 3Y 7Y 0.08% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% Krilogy Financial LLC 3Y 7Y 0.03% STEPHENS INC /AR/ 3Y 7Y 0.01% Red Door Wealth Management, LLC 3Y 0.01%

FAQ About Stephens Group, LLC and WEST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stephens Group, LLC reported owning WEST?

Stephens Group, LLC reported WEST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WEST position in Stephens Group, LLC's portfolio?

The largest reported portfolio weight for WEST was 37.05% in 2024 Q2.

What is the latest reported WEST position on this page?

The most recent filing on this page is 2026 Q1, when Stephens Group, LLC reported 8,110,043 shares, equal to 20.10% of portfolio, with an estimated market value of $34.5M.

What does the chart on this WEST ownership page compare?

The chart compares Stephens Group, LLC's quarterly WEST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stephens Group, LLC time their WEST position?

Based on 13F filing dates vs. subsequent WEST price moves, Stephens Group, LLC correctly timed 4 out of 7 reported position changes (57%).

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