Calamos Advisors’s Dutch Bros BROS Stock Holding History

Calamos 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
2026 Q2	$2.22M	Buy	+30,898	New	+$1.77M	0.01%	655
2026 Q1	–	Sell	-23,598	Closed	-$1.44M	–	1213
2025 Q4	$1.44M	Buy	+23,598	New	+$1.34M	0.01%	651
2025 Q3	–	Sell	-49,220	Closed	-$3.37M	–	933
2025 Q2	$3.37M	Buy	49,220 +43,354	+739%	+$2.83M	0.01%	588
2025 Q1	$362K	Buy	+5,866	New	+$386K	﹤0.01%	744
2024 Q3	–	Sell	-20,219	Closed	-$837K	–	948
2024 Q2	$837K	Buy	+20,219	New	+$695K	﹤0.01%	668
2022 Q2	–	Sell	-14,263	Closed	-$788K	–	1164
2022 Q1	$788K	Buy	+14,263	New	+$728K	﹤0.01%	1046

Other funds holding BROS

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Calamos Advisors's BROS Position: Q2 2026 in Review

Calamos Advisors opened a new position in Dutch Bros (BROS) in Q2 2026: 30,898 shares worth $2.22M. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in BROS as recently as Q4 2025.

Calamos Advisors first reported a position in BROS in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.37M in Q2 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Calamos Advisors held 30,898 shares of Dutch Bros worth $2.22M as of Q2 2026.
Dutch Bros was a new Calamos Advisors position in Q2 2026.
Dutch Bros made up 0.01% of Calamos Advisors's portfolio in Q2 2026, its #655 holding.
Calamos Advisors first reported a position in Dutch Bros in Q1 2022 and has held it in 6 quarters since.
Calamos Advisors's Dutch Bros position peaked at $3.37M in Q2 2025.
554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.