Position in WEST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$87,182
+$30,781 QoQ
Shares Held
10,750
-19.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#101
of 147 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Summit Asset Management, LLC holds $87,182 across 1 Packaged Foods name. WEST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEST |
Westrock Coffee Co
This page
|
10,750 | $87,182 |
All Filings in WEST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,182 | 10,750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $56,401 | 13,271 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $54,012 | 13,271 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,497 | 13,271 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $76,042 | 13,271 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $95,816 | 13,271 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $85,199 | 13,271 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $86,261 | 13,271 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||