Avondale Wealth Management’s Dutch Bros BROS Stock Holding History

Avondale Wealth Management’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
2026 Q2	$251K	Sell	3,500 -750	-18%	-$43K	0.1%	61
2026 Q1	$215K	Buy	+4,250	New	+$232K	0.11%	67
2025 Q4	–	Sell	-4,250	Closed	-$222K	–	60
2025 Q3	$222K	Buy	4,250 +2,000	+89%	+$126K	0.12%	56
2025 Q2	$154K	Buy	2,250 +1,000	+80%	+$65.2K	0.09%	61
2025 Q1	$77.2K	Hold	1,250	–	–	0.05%	75
2024 Q4	$65.5K	Sell	1,250 -750	-38%	-$33.1K	0.04%	80
2024 Q3	$64.1K	Sell	2,000 -3,750	-65%	-$132K	0.04%	78
2024 Q2	$238K	Buy	+5,750	New	+$198K	0.16%	49

Other funds holding BROS

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Avondale Wealth Management's BROS Position: Q2 2026 in Review

Avondale Wealth Management reduced its Dutch Bros (BROS) stake by 18% in Q2 2026, selling an estimated $43K and leaving 3,500 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #61.

Avondale Wealth Management first reported a position in BROS in Q2 2024 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Avondale Wealth Management held 3,500 shares of Dutch Bros worth $251K as of Q2 2026.
Avondale Wealth Management sold 750 Dutch Bros shares in Q2 2026, an estimated $43K.
Dutch Bros made up 0.1% of Avondale Wealth Management's portfolio in Q2 2026, its #61 holding.
Avondale Wealth Management first reported a position in Dutch Bros in Q2 2024 and has held it in 8 quarters since.
75 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.