Westrock Coffee shares owned by Creative Planning
Quarter-by-quarter ownership of Westrock Coffee (WEST) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Westrock Coffee
Tip: Access up to 7 years of quarterly data
All positions including Westrock Coffee held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Westrock Coffee by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $73k | 18k | 4.07 |
| 2025-06-30 | $70k | 12k | 5.73 |
| 2025-03-31 | $135k | 19k | 7.22 |
| 2024-12-31 | $176k | 28k | 6.42 |