As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Westrock Coffee Company. The largest reported stake is The Stephens Group, LLC's, at 9%. 4 filings are on record since August 7, 2025 (Schedule 13G/A, July 16, 2026).
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Key facts
- · Reporting person: The Stephens Group, LLC · Sole voting: 0 · Shared voting: 9,252,632 · Sole dispositive: 0 · Shared dispositive: 9,252,632 · SCHEDULE 13G/A, 2026-07-16
- · Reporting person: James E. Sowell · Sole voting: 7,091,778 · Shared voting: 0 · Sole dispositive: 7,091,778 · Shared dispositive: 0 · SCHEDULE 13G/A, 2025-11-14
- · Reporting person: Southeastern Asset Management, Inc. · Sole voting: 4,126 · Shared voting: 2,666,050 · Sole dispositive: 4,126 · Shared dispositive: 2,666,050 · SCHEDULE 13G/A, 2025-08-14
- · Holder: James E. Sowell · Percent: 6.5% · SCHEDULE 13G/A
Westrock Coffee Company has 4 Schedule 13D or 13G filings on record since 2025-08-07. 2 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| The Stephens Group, LLC | 9% | 9,252,632 | SCHEDULE 13G/A, 2026-07-16 | 2026-06-30 |
| 7.3% | 7,091,778 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 | |
| Southeastern Asset Management, Inc. | 2.8% | 2,670,176 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
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More on Westrock Coffee Company and the records around it.
Westrock Coffee Company elsewhere on the record
- Company profile and every filing Oct 2026
- Form D filing Oct 2026
- Leadership changes Apr 2026
- Form D filing Nov 2025
- Who owns it
Companies that share a holder
- James E. Sowell also filed stake reports on 1 other company: American Integrity Insurance Group, Inc. (Feb 2026)
- Southeastern Asset Management, Inc. also filed stake reports on 6 other companies: Empire State Realty Trust, Inc. (Aug 2026), GCI Liberty, Inc. (Aug 2026), IAC Inc. (Aug 2026)
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What the Full Report on Westrock Coffee Company covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| The Stephens Group, LLC | 0 | 9,252,632 | 0 | 9,252,632 | SCHEDULE 13G/A, 2026-07-16 |
| SG-Coffee, LLC | 0 | 4,689,843 | 0 | 4,689,843 | SCHEDULE 13G/A, 2026-07-16 |
| Elizabeth Stephens Campbell | 0 | 9,252,632 | 0 | 9,252,632 | SCHEDULE 13G/A, 2026-07-16 |
| W.R. Stephens, Jr. | 0 | 9,252,632 | 0 | 9,252,632 | SCHEDULE 13G/A, 2026-07-16 |
| James E. Sowell | 7,091,778 | 0 | 7,091,778 | 0 | SCHEDULE 13G/A, 2025-11-14 |
| Sowell Westrock GP, LLC | 7,091,778 | 0 | 7,091,778 | 0 | SCHEDULE 13G/A, 2025-11-14 |
| Sowell Westrock, LP | 7,091,778 | 0 | 7,091,778 | 0 | SCHEDULE 13G/A, 2025-11-14 |
| Southeastern Asset Management, Inc. | 4,126 | 2,666,050 | 4,126 | 2,666,050 | SCHEDULE 13G/A, 2025-08-14 |
| Longleaf Partners Small-Cap Fund | 0 | 2,607,400 | 0 | 2,607,400 | SCHEDULE 13G/A, 2025-08-14 |
| O. Mason Hawkins | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2025-08-14 |
The latest filing identifies Westrock Coffee Company by CUSIP 96145W103 and gives its principal executive office as 4009 N. Rodney Parham Road, 4th Floor, Little Rock, AR 72212 (SCHEDULE 13G/A, 2026-07-16).
What the percentages are based on
See Item 11 of each cover page. 2,940,896 of the 9,252,632 total shares of Common Stock reported herein are shares of Common Stock issuable upon conversion of Series A Preferred Stock and 1,904,761 are shares of Common Stock issuable upon conversion of the Convertible Senior Note issued to SG-Coffee, LLC on November 4, 2025.The Stephens Group, LLC, SCHEDULE 13G/A, 2026-07-16
For each of the reporting persons, the percent of class beneficially owned is 7.3%. Percent of Class: 7.3% The percent of class is calculated using a total of 96,824,910 shares of Common outstanding as of October 31, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2025.James E. Sowell, SCHEDULE 13G/A, 2025-11-14
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-07 | James E. Sowell | 6.5% | SCHEDULE 13G/A |
| 2025-08-14 | Southeastern Asset Management, Inc. | 2.8% | SCHEDULE 13G/A |
| 2025-11-14 | James E. Sowell | 7.3% | SCHEDULE 13G/A |
| 2026-07-16 | The Stephens Group, LLC | 9% | SCHEDULE 13G/A |
Questions about who owns Westrock Coffee Company
Who owns Westrock Coffee Company?
On this page, 2 holders' latest ownership filings report 5% or more of Westrock Coffee Company: The Stephens Group, LLC (9%, Schedule 13G/A, filed 2026-07-16) and James E. Sowell (7.3%, Schedule 13G/A, filed 2025-11-14).
Who are the largest shareholders of Westrock Coffee Company?
By the share each holder's latest filing reports, the largest holders of Westrock Coffee Company on this page are The Stephens Group, LLC (9%) and James E. Sowell (7.3%).
When did The Stephens Group, LLC buy into Westrock Coffee Company?
The filings give report dates, not purchase dates. The earliest filing from The Stephens Group, LLC on this page is the Schedule 13G/A, filed 2026-07-16, reporting 9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Westrock Coffee Company
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 29, 2026 | Form D, private offering | $52M sold | Form D page | Source |
| April 20, 2026 | Leadership change: A. Wellford Tabor appointed, and 1 more | — | Leadership changes | Source |
| November 12, 2025 | Form D, private offering | $30M sold | Form D page | Source |
Westrock Coffee Company: every filing and event
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.