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Ownership

Who owns Westrock Coffee Co, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

The Stephens Group, LLC, SG-Coffee, LLC, Elizabeth Stephens Campbell July 16, 2026

The Stephens Group, LLC: 9.0% · 9,252,632 shares — SG-Coffee, LLC: 4.6% · 4,689,843 shares — Elizabeth Stephens Campbell: 9.0% · 9,252,632 shares

James E. Sowell, Sowell Westrock GP, LLC, Sowell Westrock, LP November 14, 2025

James E. Sowell: 7.3% · 7,091,778 shares — Sowell Westrock GP, LLC: 7.3% · 7,091,778 shares — Sowell Westrock, LP: 7.3% · 7,091,778 shares

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Super investors holding WEST

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Westrock Coffee Co they hold. Together these 174 managers report 53.66% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
HF Capital, LLC $103M 12,749,755 34.85% 13.06% June 30, 2026
Stephens Group, LLC $59.6M 7,347,871 28.88% 7.53% June 30, 2026

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Funds holding WEST

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 101 funds hold 9.38% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD TOTAL STOCK MARKET INDEX FUND $13.7M 0.00% 1.72% June 30, 2026
VIP Mid Cap Portfolio $9.73M 0.12% 2.34% March 31, 2026

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