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Berkshire Capital Holdings’s Dutch Bros BROS Stock Holding History

Berkshire Capital Holdings’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
-10
Closed -$523 – 111
2025
Q3 		$523 Hold
10
– – ﹤0.01% 92
2025
Q2 		$684 Sell
10
-104,270
-100% -$6.8M ﹤0.01% 84
2025
Q1 		$6.44M Buy
+104,280
New +$6.87M 3.08% 17

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Berkshire Capital Holdings's BROS Position: Q4 2025 in Review

Berkshire Capital Holdings sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 10 shares — an estimated $523 sold.

Berkshire Capital Holdings first reported a position in BROS in Q1 2025 and held it in 3 quarters. The position peaked at $6.44M in Q1 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Berkshire Capital Holdings reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 Dutch Bros shares in Q4 2025, an estimated $523.
  • Berkshire Capital Holdings first reported a position in Dutch Bros in Q1 2025 and held it in 3 quarters.
  • Berkshire Capital Holdings's Dutch Bros position peaked at $6.44M in Q1 2025.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Berkshire Capital Holdings's 13F filing for Q4 2025, filed 9 Feb 2026.