CP
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Camelot Portfolios’s Dutch Bros BROS Stock Holding History

Camelot Portfolios’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 		$819K Hold
11,400
– – 0.57% 60
2026
Q1 		$578K Hold
11,400
– – 0.43% 87
2025
Q4 		$698K Sell
11,400
-300
-3% -$17K 0.43% 79
2025
Q3 		$612K Sell
11,700
-300
-3% -$19K 0.36% 92
2025
Q2 		$820K Hold
12,000
– – 0.49% 69
2025
Q1 		$741K Buy
12,000
+1,300
+12% +$85.6K 0.46% 80
2024
Q4 		$560K Sell
10,700
-800
-7% -$35.3K 0.6% 61
2024
Q3 		$368K Buy
+11,500
New +$405K 0.36% 85

Other funds holding BROS

WA
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
RP
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
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

Camelot Portfolios's BROS Position: Q2 2026 in Review

Camelot Portfolios held its Dutch Bros (BROS) position steady in Q2 2026 at 11,400 shares worth $819K. The position accounts for 0.57% of the portfolio, ranked #60.

Camelot Portfolios first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. The position peaked at $820K in Q2 2025. 78 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Camelot Portfolios held 11,400 shares of Dutch Bros worth $819K as of Q2 2026.
  • Camelot Portfolios left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.57% of Camelot Portfolios's portfolio in Q2 2026, its #60 holding.
  • Camelot Portfolios first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • Camelot Portfolios's Dutch Bros position peaked at $820K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.