As of the latest SEC filings, Westrock Coffee Co (WEST) is held by 94 institutional funds. The largest fund shareholder is VIP Mid Cap Portfolio (N/A), holding an estimated $9,725,878.50 in market value, representing 0.12% of its portfolio.
Funds holding Westrock Coffee Co (WEST)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WEST
- CIK:
- 0001806347
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 0.12% | $9,725,878.50 | 2,288,442 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,893,542.50 | 1,622,010 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $3,721,746.25 | 875,705 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,126,266.44 | 360,996 | Apr 30, 2026 | Jun 26, 2026 |
|
FIIAX
Fidelity Advisor Mid Cap II Fund
|
MF | Fidelity | 0.12% | $1,972,994.50 | 464,234 | Mar 31, 2026 | May 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,739,168.00 | 409,216 | Mar 31, 2026 | May 28, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.02% | $1,695,489.90 | 383,595 | Feb 28, 2026 | Apr 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,332,243.25 | 313,469 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $872,119.04 | 197,312 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $803,308.48 | 181,744 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $786,211.92 | 177,876 | Feb 28, 2026 | Apr 28, 2026 |
|
ISMD
Inspire Small/Mid Cap ETF
|
ETF | Independent / Boutique | 0.20% | $528,238.62 | 119,511 | Feb 28, 2026 | Apr 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $468,119.53 | 79,477 | Apr 30, 2026 | Jun 25, 2026 |
|
SOVF
Sovereign's Capital Flourish Fund
|
ETF | Independent / Boutique | 0.49% | $462,900.99 | 78,591 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $301,978.82 | 68,321 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $265,904.05 | 45,145 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $259,122.50 | 60,970 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $238,954.04 | 54,062 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $232,505.26 | 52,603 | Feb 28, 2026 | Apr 24, 2026 |
|
GLDZX
LOW-DURATION BOND FUND
|
MF | Independent / Boutique | 0.03% | $218,170.15 | 217,000 | Mar 31, 2026 | May 28, 2026 |
|
TINRX
Nuveen Equity Index Fund
|
MF | TIAA / Nuveen | 0.00% | $208,394.09 | 35,381 | Apr 30, 2026 | Jun 24, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $185,236.25 | 43,585 | Mar 31, 2026 | May 26, 2026 |
|
PEXMX
T. Rowe Price Extended Equity Market Index Fund
|
MF | T. Rowe Price | 0.02% | $166,175.00 | 39,100 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $154,147.50 | 36,270 | Mar 31, 2026 | May 28, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.01% | $149,952.92 | 33,926 | Feb 28, 2026 | Apr 28, 2026 |
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