WESTNasdaqBeveragesFiscal year ends December 31
Westrock Coffee Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$8.72+0.28 (+3.32%)
Close on Oct 19, 2026
- Market cap
- $850.89M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.5%
48M of 98M shares
Institutional holders
149
36 new, 15 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
19 buys · 0 sales
Net bought $2.63M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Elizabeth Stephens Campbell | 9,252,632 | 9.00% | 13G (passive) amendment | Jun 30, 2026 |
| Sowell Westrock GP, LLC | 7,091,778 | 7.30% | 13G (passive) amendment | Sep 30, 2025 |
| Brown Brothers Harriman & Co | 21,188,445 | 19.00% | 13G (passive) amendment | Aug 9, 2023 |
| HF Direct Investments Pool, LLC | 12,708,089 | 13.50% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WEST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| HF Capital, LLC | 12,749,755 | 13.06% | $103.40M | – | 34.85% |
| Stephens Group, LLC | 7,347,871 | 7.53% | $59.59M | −762,172 | 28.88% |
| FMR LLC | 4,046,466 | 4.14% | $32.82M | +1,249,328 | 0.00% |
| BlackRock, Inc. | 2,774,331 | 2.84% | $22.50M | +220,656 | 0.00% |
| Vanguard Capital Management LLC | 2,182,542 | 2.24% | $17.70M | +88,214 | 0.00% |
| NFC Investments, LLC | 2,066,711 | 2.12% | $16.76K | −1,463,037 | 0.00% |
| Brown Brothers Harriman & Co | 1,876,688 | 1.92% | $15.22M | – | 0.07% |
| Geode Capital Management, LLC | 1,023,780 | 1.05% | $8.30M | +47,341 | 0.00% |
| Silverleafe Capital Partners, LLC | 968,217 | 0.99% | $7.85M | −3,748,488 | 2.14% |
| Agman Capital LLC | 838,846 | 0.86% | $6.80M | – | 4.29% |
| State Street Corp | 793,823 | 0.81% | $6.44M | +28,318 | 0.00% |
| Vanguard Portfolio Management LLC | 647,826 | 0.66% | $5.25M | +38,988 | 0.00% |
| Millennium Management LLC | 601,611 | 0.62% | $4.88M | +569,412 | 0.00% |
| Jane Street Group, LLC | 546,450 | 0.56% | $4.43M | +527,879 | 0.00% |
| Aqr Capital Management LLC | 472,859 | 0.48% | $3.83M | +366,963 | 0.00% |
| Zazove Associates LLC | 450,508 | 0.46% | $3.65M | −703,222 | 0.30% |
| UBS Group AG | 416,134 | 0.43% | $3.37M | +300,109 | 0.00% |
| Goldman Sachs Group Inc | 407,297 | 0.42% | $3.30M | +151,204 | 0.00% |
| Bank Of America Corp /De/ | 375,992 | 0.39% | $3.05M | +306,191 | 0.00% |
| Nuveen, LLC | 368,272 | 0.38% | $2.99M | +111,956 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 149 | 48M | 49.5% | 36 / 61 | 25 / 15 | 8M | 8M |
| Q1 2026 | 130 | 49M | 49.9% | 16 / 43 | 46 / 11 | 5M | 2M |
| Q4 2025 | 126 | 48M | 49.5% | 24 / 29 | 54 / 26 | 15M | 3M |
| Q3 2025 | 129 | 36M | 36.5% | 24 / 42 | 35 / 17 | 2M | 4M |
| Q2 2025 | 123 | 37M | 38.3% | 19 / 39 | 33 / 12 | 1M | 3M |
| Q1 2025 | 117 | 39M | 40.0% | 12 / 42 | 29 / 14 | 1M | 1M |
| Q4 2024 | 120 | 39M | 40.0% | 27 / 46 | 25 / 19 | 3M | 2M |
| Q3 2024 | 114 | 38M | 39.1% | 23 / 37 | 30 / 13 | 6M | 1M |
| Q2 2024 | 106 | 36M | 36.7% | 25 / 39 | 17 / 8 | 1M | 1M |
| Q1 2024 | 90 | 36M | 36.9% | 15 / 22 | 27 / 14 | 1M | 1M |
| Q4 2023 | 89 | 36M | 36.7% | 15 / 29 | 29 / 6 | 5M | 1M |
| Q3 2023 | 81 | 32M | 32.4% | 15 / 27 | 23 / 8 | 8M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WEST | Value | % of fund | As of |
|---|---|---|---|---|---|
| VIP Mid Cap Portfolio | 3,241,542 | 3.32% | $26.29M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,683,200 | 1.72% | $13.65M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 966,387 | 0.99% | $7.84M | 0.01% | Jun 30, 2026 |
| Fidelity Advisor Mid Cap II Fund | 795,734 | 0.82% | $6.45M | 0.28% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 443,689 | 0.45% | $3.60M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 407,104 | 0.42% | $3.31M | 0.01% | Jul 31, 2026 |
| Vanguard Consumer Staples Index Fund | 401,030 | 0.41% | $3.22M | 0.03% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 332,351 | 0.34% | $2.70M | 0.02% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 249,855 | 0.26% | $2.03M | 0.00% | Jun 30, 2026 |
| Janus Henderson Small Cap Growth Alpha ETF | 198,402 | 0.20% | $1.61M | 0.44% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 197,073 | 0.20% | $1.58M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 189,810 | 0.19% | $1.52M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 178,910 | 0.18% | $1.44M | 0.01% | May 31, 2026 |
| Inspire Small/Mid Cap ETF | 130,552 | 0.13% | $1.05M | 0.33% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 91,145 | 0.09% | $740.10K | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott T. Ford | CHIEF EXECUTIVE OFFICER, Director, 10% owner | 23,949,373 | 24.53% | Jun 12, 2026 |
| Larry Keith Harvey | SVP - CHIEF LEGAL OFFICER | 20,389 | 0.02% | Jun 9, 2026 |
| Thomas Christopher Pledger | CHIEF FINANCIAL OFFICER | 440,590 | 0.45% | Jun 3, 2026 |
| Samuel Ford | CHIEF TRADE & RISK OFFICER | 215,660 | 0.22% | Jun 3, 2026 |
| Kyle Newkirk | CHIEF COMMERCIAL OFFICER | 178,125 | 0.18% | Jun 3, 2026 |
| Blake Schuhmacher | CHIEF ACCOUNTING OFFICER | 75,844 | 0.08% | Jun 3, 2026 |
| William A. Ford | CHIEF OPERATING OFFICER | 518,625 | 0.53% | Jun 3, 2026 |
| Robert P. McKinney | CHIEF LEGAL OFFICER | 55,488 | 0.06% | Mar 18, 2026 |
| Joe T. Ford | Director | 1,006,714 | 1.03% | Jun 12, 2026 |
| Hugh McColl III | Director | 49,009 | 0.05% | Jun 8, 2026 |
| Leslie Starr Keating | Director | 141,395 | 0.14% | Jun 8, 2026 |
| Kenneth M. Parent | Director | 202,943 | 0.21% | Jun 8, 2026 |
| Mark A. Edmunds | Director | 119,178 | 0.12% | Jun 8, 2026 |
| Jeffrey H. Fox | Director | 55,377 | 0.06% | Jun 8, 2026 |
| Oluwatoyin Umesiri | Director | 37,509 | 0.04% | Jun 8, 2026 |
| Robert Patrick Kruczek | Director | 8,520,439 | 8.73% | Jun 8, 2026 |
| A. Wellford Tabor | Director | 89,798 | 0.09% | Jun 8, 2026 |
| Josie C. Natori | Director | 38,211 | 0.04% | Jun 10, 2025 |
| R. Brad Martin | Director | 3,692,305 | 3.78% | Jun 10, 2025 |
| Westrock Group, LLC | 10% owner | – | – | Nov 12, 2025 |
| Greenbrier Holdings, LLC /AR/ | 10% owner | 23,263,104 | 23.83% | Nov 12, 2025 |
| HF Direct Investments Pool, LLC | 10% owner | 12,749,755 | 13.06% | Nov 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Larry Keith Harvey SVP - CHIEF LEGAL OFFICER | Jun 8, 2026 | Award | +20,359 | – | – | 20,389 |
| Kenneth M. Parent Director | Jun 5, 2026 | Award | +41,992 | – | – | 202,943 |
| Jeffrey H. Fox Director | Jun 5, 2026 | Award | +10,798 | – | – | 49,009 |
| A. Wellford Tabor Director | Jun 5, 2026 | Award | +10,798 | – | – | 89,798 |
| Hugh McColl III Director | Jun 5, 2026 | Award | +10,798 | – | – | 49,009 |
| Joe T. Ford Director | Jun 5, 2026 | Award | +10,798 | – | – | 555,714 |
| Mark A. Edmunds Director | Jun 5, 2026 | Award | +10,798 | – | – | 119,178 |
| Leslie Starr Keating Director | Jun 5, 2026 | Award | +10,798 | – | – | 141,395 |
| Robert Patrick Kruczek Director | Jun 5, 2026 | Award | +10,798 | – | – | 349,009 |
| Oluwatoyin Umesiri Director | Jun 5, 2026 | Award | +10,798 | – | – | 37,509 |
| Thomas Christopher Pledger CHIEF FINANCIAL OFFICER | Jun 2, 2026 | Award | +58,869 | – | – | 440,590 |
| William A. Ford CHIEF OPERATING OFFICER | Jun 2, 2026 | Award | +45,565 | – | – | 485,914 |
| Kyle Newkirk CHIEF COMMERCIAL OFFICER | Jun 2, 2026 | Award | +27,339 | – | – | 178,125 |
| Scott T. Ford CHIEF EXECUTIVE OFFICER, Director, 10% owner | Jun 2, 2026 | Award | +91,130 | – | – | 631,269 |
| Blake Schuhmacher CHIEF ACCOUNTING OFFICER | Jun 2, 2026 | Award | +20,656 | – | – | 75,844 |
| Samuel Ford CHIEF TRADE & RISK OFFICER | Jun 2, 2026 | Award | +30,376 | – | – | 215,660 |
| Joe T. Ford Director | Jun 1, 2026 | Buy | +3,000 | $8.04 | $24.12K | 544,916 |
| Joe T. Ford Director | May 14, 2026 | Buy | +15,000 | $8.50 | $127.50K | 273,000 |
| Joe T. Ford Director | May 13, 2026 | Buy | +3,500 | $8.44 | $29.54K | 41,800 |
| Joe T. Ford Director | May 13, 2026 | Buy | +5,000 | $8.43 | $42.15K | 258,000 |
| Joe T. Ford Director | May 13, 2026 | Buy | +8,000 | $8.43 | $67.44K | 541,916 |
| Thomas Christopher Pledger CHIEF FINANCIAL OFFICER | Mar 17, 2026 | Tax withholding | −17,743 | $4.54 | $80.55K | 381,721 |
| Kyle Newkirk CHIEF COMMERCIAL OFFICER | Mar 17, 2026 | Tax withholding | −6,360 | $4.54 | $28.87K | 150,786 |
| Blake Schuhmacher CHIEF ACCOUNTING OFFICER | Mar 17, 2026 | Tax withholding | −4,669 | $4.54 | $21.20K | 55,188 |
| Samuel Ford CHIEF TRADE & RISK OFFICER | Mar 17, 2026 | Tax withholding | −6,970 | $4.54 | $31.64K | 185,284 |
| William A. Ford CHIEF OPERATING OFFICER | Mar 17, 2026 | Tax withholding | −13,959 | $4.54 | $63.37K | 440,349 |
| Robert P. McKinney CHIEF LEGAL OFFICER | Mar 17, 2026 | Tax withholding | −3,187 | $4.54 | $14.47K | 55,488 |
| Joe T. Ford Director | Mar 17, 2026 | Buy | +55,000 | $4.60 | $253.00K | 533,916 |
| Kyle Newkirk CHIEF COMMERCIAL OFFICER | Mar 15, 2026 | Tax withholding | −3,517 | $4.26 | $14.98K | 157,146 |
| Robert P. McKinney CHIEF LEGAL OFFICER | Mar 15, 2026 | Tax withholding | −1,412 | $4.26 | $6.02K | 58,675 |
| William A. Ford CHIEF OPERATING OFFICER | Mar 15, 2026 | Tax withholding | −9,806 | $4.26 | $41.77K | 454,308 |
| Samuel Ford CHIEF TRADE & RISK OFFICER | Mar 15, 2026 | Tax withholding | −3,854 | $4.26 | $16.42K | 192,254 |
| Blake Schuhmacher CHIEF ACCOUNTING OFFICER | Mar 15, 2026 | Tax withholding | −2,068 | $4.26 | $8.81K | 59,857 |
| Thomas Christopher Pledger CHIEF FINANCIAL OFFICER | Mar 15, 2026 | Tax withholding | −13,064 | $4.26 | $55.65K | 399,464 |
| Kyle Newkirk CHIEF COMMERCIAL OFFICER | Mar 14, 2026 | Tax withholding | −6,988 | $4.26 | $29.77K | 160,663 |
| Joe T. Ford Director | Mar 13, 2026 | Buy | +45,000 | $3.92 | $176.40K | 478,916 |
| Samuel Ford CHIEF TRADE & RISK OFFICER | Mar 5, 2026 | Award | +8,434 | – | – | 199,124 |
| Samuel Ford CHIEF TRADE & RISK OFFICER | Mar 5, 2026 | Tax withholding | −3,016 | $3.93 | $11.85K | 196,108 |
| William A. Ford CHIEF OPERATING OFFICER | Mar 5, 2026 | Award | +21,086 | – | – | 471,769 |
| William A. Ford CHIEF OPERATING OFFICER | Mar 5, 2026 | Tax withholding | −7,655 | $3.93 | $30.08K | 464,114 |
| Blake Schuhmacher CHIEF ACCOUNTING OFFICER | Mar 5, 2026 | Tax withholding | −1,558 | $3.93 | $6.12K | 61,925 |
| Blake Schuhmacher CHIEF ACCOUNTING OFFICER | Mar 5, 2026 | Award | +3,374 | – | – | 63,483 |
| Robert P. McKinney CHIEF LEGAL OFFICER | Mar 5, 2026 | Tax withholding | −1,120 | $3.93 | $4.40K | 60,087 |
| Robert P. McKinney CHIEF LEGAL OFFICER | Mar 5, 2026 | Award | +3,374 | – | – | 61,207 |
| Thomas Christopher Pledger CHIEF FINANCIAL OFFICER | Mar 5, 2026 | Award | +21,086 | – | – | 421,954 |
| Thomas Christopher Pledger CHIEF FINANCIAL OFFICER | Mar 5, 2026 | Tax withholding | −9,426 | $3.93 | $37.04K | 412,528 |
| Scott T. Ford CHIEF EXECUTIVE OFFICER, Director, 10% owner | Mar 5, 2026 | Award | +33,738 | – | – | 540,139 |
| Kyle Newkirk CHIEF COMMERCIAL OFFICER | Mar 5, 2026 | Award | +8,434 | – | – | 170,443 |
| Kyle Newkirk CHIEF COMMERCIAL OFFICER | Mar 5, 2026 | Tax withholding | −2,792 | $3.93 | $10.97K | 167,651 |
| Joe T. Ford Director | Feb 3, 2026 | Gift | −110,000 | – | – | 0 |
| Scott T. Ford CHIEF EXECUTIVE OFFICER, Director, 10% owner | Feb 3, 2026 | Gift | +55,000 | – | – | 55,000 |
| Scott T. Ford CHIEF EXECUTIVE OFFICER, Director, 10% owner | Dec 10, 2025 | Buy | +100,000 | $4.14 | $414.00K | 506,401 |
| Joe T. Ford Director | Nov 24, 2025 | Buy | +20,000 | $4.12 | $82.40K | 433,916 |
| Scott T. Ford CHIEF EXECUTIVE OFFICER, Director, 10% owner | Nov 20, 2025 | Buy | +50,000 | $4.35 | $217.50K | 406,401 |
| Robert Patrick Kruczek Director | Nov 19, 2025 | Buy | +47,000 | $4.25 | $199.75K | 338,211 |
| Robert Patrick Kruczek Director | Nov 18, 2025 | Buy | +79,000 | $4.08 | $322.32K | 291,211 |
| Robert Patrick Kruczek Director | Nov 17, 2025 | Buy | +24,000 | $4.12 | $98.88K | 212,211 |
| Thomas Christopher Pledger CHIEF FINANCIAL OFFICER | Nov 12, 2025 | Buy | +2,150 | $3.86 | $8.30K | 400,868 |
| William A. Ford CHIEF OPERATING OFFICER | Nov 11, 2025 | Buy | +4,436 | $4.37 | $19.39K | 11,636 |
| William A. Ford CHIEF OPERATING OFFICER | Nov 11, 2025 | Buy | +12,000 | $4.58 | $54.96K | 450,683 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thomas Christopher Pledger Officer | Jul 11, 2024 | 6,600 | $66.00K | Jul 11, 2024 | Purchase from company |
| HF Direct Investments Pool, LLC Affiliate | Jul 8, 2024 | 540,000 | $5.40M | Jul 8, 2024 | PIPE Investment |
| Thomas Christopher Pledger Officer | Jun 18, 2024 | 99 | $990 | Jun 18, 2024 | Purchase from company |
| Thomas Christopher Pledger Officer | Jun 17, 2024 | 5,559 | $55.59K | Jun 17, 2024 | Purchase from company |
| Thomas Christopher Pledger Officer | Jun 15, 2023 | 28,750 | $324.48K | Jun 15, 2023 | RESTRICTED STOCK AWARD COMPENSATION |