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Westrock Coffee shares owned by UMA Financial Services

Quarter-by-quarter ownership of Westrock Coffee (WEST) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Westrock Coffee

Tip: Access up to 7 years of quarterly data

All positions including Westrock Coffee held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westrock Coffee by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $851 175 4.86
2025-06-30 $1.0k 175 5.73

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Westrock Coffee

Stephens Group
Silverleafe Capital Partners
NFC Investments
Vanguard Group
FMR
BlackRock
Brown Brothers Harriman & Co.
Geode Capital Management
State Street Corporation
Zazove Associates
CastleKnight Management
Millennium Management
Northern Trust
Charles Schwab Investment Management
Stephens

View all funds holding Westrock Coffee