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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA → WEST
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA WEST Position History
Westrock Coffee Company • Consumer Defensive
Quarters held
12
Latest value
$396K
Q3 2026
Peak value
$63.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $63.3M |
| Q4 2025 | $37K |
| Q4 2025 | $607K |
| Q1 2026 | $59.3M |
| Q1 2026 | $38K |
| Q1 2026 | $462K |
| Q2 2026 | $51.4M |
| Q2 2026 | $33K |
| Q2 2026 | $395K |
| Q3 2026 | $53.6M |
| Q3 2026 | $40K |
| Q3 2026 | $396K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $396K | 2.4K | — | — |
| Q3 2026 | $40K | 237 | — | — |
| Q3 2026 | $53.6M | 317.9K | — | — |
| Q2 2026 | $395K | 2.8K | — | — |
| Q2 2026 | $33K | 237 | — | — |
| Q2 2026 | $51.4M | 364.3K | — | — |
| Q1 2026 | $462K | 2.9K | — | — |
| Q1 2026 | $38K | 237 | — | — |
| Q1 2026 | $59.3M | 372.0K | — | — |
| Q4 2025 | $607K | 3.9K | — | — |
| Q4 2025 | $37K | 237 | — | — |
| Q4 2025 | $63.3M | 403.9K | — | — |
Other funds holding WEST
$554.8M
$528.7M
$524.9M
$507.4M
$503.3M
$476.4M
$358.5M
$306.9M