Carson Wealth (CWM LLC)
BROS icon

Carson Wealth (CWM LLC)’s Dutch Bros BROS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$290K Buy
5,716
+1,877
+49% +$103K ﹤0.01% 2407
2025
Q4 		$235K Hold
3,839
– – ﹤0.01% 2433
2025
Q3 		$201K Sell
3,839
-6,913
-64% -$437K ﹤0.01% 2439
2025
Q2 		$735K Sell
10,752
-16,359
-60% -$1.07M ﹤0.01% 1413
2025
Q1 		$1.67M Buy
27,111
+23,510
+653% +$1.55M 0.01% 889
2024
Q4 		$189K Buy
3,601
+2,051
+132% +$90.5K ﹤0.01% 1854
2024
Q3 		$50K Sell
1,550
-8
-0.5% -$282 ﹤0.01% 2688
2024
Q2 		$65K Buy
1,558
+105
+7% +$3.61K ﹤0.01% 2276
2024
Q1 		$48K Sell
1,453
-744
-34% -$22K ﹤0.01% 2313
2023
Q4 		$70K Buy
2,197
+371
+20% +$10.1K ﹤0.01% 1971
2023
Q3 		$42K Sell
1,826
-11
-0.6% -$313 ﹤0.01% 2168
2023
Q2 		$52K Buy
1,837
+797
+77% +$23.6K ﹤0.01% 1955
2023
Q1 		$33K Sell
1,040
-3,446
-77% -$117K ﹤0.01% 2141
2022
Q4 		$126K Buy
4,486
+2,083
+87% +$68.9K ﹤0.01% 1274
2022
Q3 		$75K Buy
2,403
+164
+7% +$6.17K ﹤0.01% 1466
2022
Q2 		$71K Buy
+2,239
New +$91.8K ﹤0.01% 1457
2022
Q1 		– Sell
-3,140
Closed -$160K – 3537
2021
Q4 		$160K Buy
+3,140
New +$174K ﹤0.01% 1115

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BROS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dutch Bros (BROS) stake by 49% in Q1 2026, buying an estimated $103K and bringing the position to 5,716 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Carson Wealth (CWM LLC) first reported a position in BROS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.67M in Q1 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,716 shares of Dutch Bros worth $290K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,877 Dutch Bros shares in Q1 2026, an estimated $103K.
  • Dutch Bros made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2407 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dutch Bros in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Dutch Bros position peaked at $1.67M in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.