Position in WEST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,967,388
+$911,994 QoQ
Shares Held
242,588
-2.3% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#30
of 147 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026STEPHENS INC /AR/ holds $10,288,864 across 11 Packaged Foods names. WEST ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
92,825 | $3,230,310 | |
| 2 | WEST |
Westrock Coffee Co
This page
|
242,588 | $1,967,388 | |
| 3 | CPB |
CAMPBELL'S Co
|
70,560 | $1,571,371 | |
| 4 | KHC |
Kraft Heinz Co
|
58,435 | $1,380,234 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
17,607 | $437,005 | |
| 6 | SJM |
J M SMUCKER Co
|
3,770 | $424,125 | |
| 7 | INGR |
Ingredion Inc
|
3,579 | $338,967 | |
| 8 | FLO |
Flowers Foods Inc
|
31,480 | $248,692 |
All Filings in WEST
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,388 | 242,588 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,055,394 | 248,328 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,005,810 | 247,128 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,299,700 | 267,428 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,503,712 | 262,428 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,771,528 | 245,364 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $1,517,456 | 236,364 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $992,660 | 152,717 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,536,719 | 150,217 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $1,491,827 | 144,417 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,414,411 | 138,532 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $412,273 | 46,532 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $409,168 | 37,642 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $316,612 | 25,867 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $279,317 | 20,907 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,101,694 | 106,650 | Shares | Defined | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||