Back to WEST
Creative Planning WEST Position History
Westrock Coffee Company • Consumer Defensive
Quarters held
14
Latest value
$665K
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $377K |
| Q3 2025 | $54K |
| Q4 2025 | $73K |
| Q4 2025 | $1.7M |
| Q1 2026 | $111K |
| Q1 2026 | $3.2M |
| Q2 2026 | $11K |
| Q2 2026 | $344K |
| Q2 2026 | $48K |
| Q2 2026 | $849K |
| Q3 2026 | $11K |
| Q3 2026 | $330K |
| Q3 2026 | $57K |
| Q3 2026 | $665K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $665K | 3.9K | — | — |
| Q3 2026 | $57K | 340 | — | — |
| Q3 2026 | $330K | 41.0K | — | — |
| Q3 2026 | $11K | 1.3K | — | — |
| Q2 2026 | $849K | 6.0K | — | — |
| Q2 2026 | $48K | 340 | — | — |
| Q2 2026 | $344K | 42.5K | — | — |
| Q2 2026 | $11K | 1.3K | — | — |
| Q1 2026 | $3.2M | 20.6K | — | — |
| Q1 2026 | $111K | 26.2K | — | — |
| Q4 2025 | $1.7M | 11.5K | — | — |
| Q4 2025 | $73K | 18.0K | — | — |
| Q3 2025 | $54K | 340 | — | — |
| Q3 2025 | $377K | 2.4K | — | — |
Other funds holding WEST
$554.8M
$528.7M
$524.9M
$507.4M
$503.3M
$476.4M
$358.5M
$306.9M