Arrowroot Family Office’s Dutch Bros BROS Stock Holding History

Arrowroot Family Office’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
2024 Q4	$890K	Sell	16,992 -267	-2%	-$11.8K	0.46%	54
2024 Q3	$553K	Sell	17,259 -5,031	-23%	-$177K	0.32%	70
2024 Q2	$923K	Sell	22,290 -19,346	-46%	-$665K	0.59%	47
2024 Q1	$1.37M	Buy	41,636 +16	+0%	+$472	0.88%	30
2023 Q4	$1.32M	Sell	41,620 -13,894	-25%	-$378K	0.93%	32
2023 Q3	$1.29M	Buy	55,514 +204	+0.4%	+$5.81K	1.02%	30
2023 Q2	$1.57M	Sell	55,310 -16,329	-23%	-$484K	1.19%	24
2023 Q1	$2.27M	Buy	+71,639	New	+$2.42M	1.93%	12

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arrowroot Family Office's BROS Position: Q4 2024 in Review

Arrowroot Family Office reduced its Dutch Bros (BROS) stake by 1.5% in Q4 2024, selling an estimated $11.8K and leaving 16,992 shares worth $890K. The position accounts for 0.46% of the portfolio, ranked #54.

Arrowroot Family Office first reported a position in BROS in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.27M in Q1 2023. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

Arrowroot Family Office held 16,992 shares of Dutch Bros worth $890K as of Q4 2024.
Arrowroot Family Office sold 267 Dutch Bros shares in Q4 2024, an estimated $11.8K.
Dutch Bros made up 0.46% of Arrowroot Family Office's portfolio in Q4 2024, its #54 holding.
Arrowroot Family Office first reported a position in Dutch Bros in Q1 2023 and has held it in 8 quarters since.
Arrowroot Family Office's Dutch Bros position peaked at $2.27M in Q1 2023.
400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.