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Camelot Technology Advisors’s Dutch Bros BROS Stock Holding History

Camelot Technology 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
Q3 		– Sell
-42,031
Closed -$3.02M – 63
2026
Q2 		$3.02M Hold
42,031
– – 2.03% 13
2026
Q1 		$2.13M Hold
42,031
– – 1.54% 15
2025
Q4 		$2.57M Hold
42,031
– – 1.91% 12
2025
Q3 		$2.2M Buy
+42,031
New +$2.66M 1.75% 14

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Camelot Technology Advisors's BROS Position: Q3 2026 in Review

Camelot Technology Advisors sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 42,031 shares — an estimated $3.02M sold.

Camelot Technology Advisors first reported a position in BROS in Q3 2025 and held it in 4 quarters. The position peaked at $3.02M in Q2 2026. 104 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Camelot Technology Advisors reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Camelot Technology Advisors sold 42,031 Dutch Bros shares in Q3 2026, an estimated $3.02M.
  • Camelot Technology Advisors first reported a position in Dutch Bros in Q3 2025 and held it in 4 quarters.
  • Camelot Technology Advisors's Dutch Bros position peaked at $3.02M in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.