Allied Investment Advisors’s Dutch Bros BROS Stock Holding History

Allied Investment Advisors’s Portfolio BROS Stock Details BROS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,257	Closed	-$223K	–	104
2025 Q3	$223K	Buy	+4,257	New	+$269K	0.04%	94

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Allied Investment Advisors's BROS Position: Q4 2025 in Review

Allied Investment Advisors sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 4,257 shares — an estimated $223K sold.

Allied Investment Advisors first reported a position in BROS in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

Allied Investment Advisors reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
Allied Investment Advisors sold 4,257 Dutch Bros shares in Q4 2025, an estimated $223K.
Allied Investment Advisors first reported a position in Dutch Bros in Q3 2025 and held it in 1 quarter.
Allied Investment Advisors's Dutch Bros position peaked at $223K in Q3 2025.
512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Allied Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.