Cedar Mountain Advisors’s Dutch Bros BROS Stock Holding History

Cedar Mountain 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	$28.6K	Hold	741	–	–	﹤0.01%	239
2026 Q2	$53.2K	Hold	741	–	–	0.01%	168
2026 Q1	$37.5K	Hold	741	–	–	0.01%	185
2025 Q4	$45.4K	Hold	741	–	–	0.01%	122
2025 Q3	$38.8K	Hold	741	–	–	0.01%	132
2025 Q2	$50.7K	Hold	741	–	–	0.01%	98
2025 Q1	$45.7K	Hold	741	–	–	0.01%	98
2024 Q4	$38.8K	Sell	741 -350	-32%	-$15.4K	0.01%	105
2024 Q3	$34.9K	Hold	1,091	–	–	0.01%	105
2024 Q2	$45.2K	Hold	1,091	–	–	0.01%	75
2024 Q1	$36K	Hold	1,091	–	–	0.01%	96
2023 Q4	$34.6K	Hold	1,091	–	–	0.01%	93
2023 Q3	$25.4K	Buy	1,091 +415	+61%	+$11.8K	0.01%	99
2023 Q2	$19.2K	Hold	676	–	–	0.01%	121
2023 Q1	$21.4K	Hold	676	–	–	0.01%	109
2022 Q4	$19.1K	Hold	676	–	–	0.01%	109
2022 Q3	$21K	Hold	676	–	–	0.01%	103
2022 Q2	$21K	Buy	+676	New	+$27.7K	0.01%	106
2022 Q1	–	Sell	-676	Closed	-$34K	–	312
2021 Q4	$34K	Hold	676	–	–	0.01%	93
2021 Q3	$29K	Buy	+676	New	+$32.1K	0.01%	101

Other funds holding BROS

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cedar Mountain Advisors's BROS Position: Q3 2026 in Review

Cedar Mountain Advisors held its Dutch Bros (BROS) position steady in Q3 2026 at 741 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Cedar Mountain Advisors first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. The position peaked at $53.2K in Q2 2026. 96 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

Cedar Mountain Advisors held 741 shares of Dutch Bros worth $28.6K as of Q3 2026.
Cedar Mountain Advisors left its Dutch Bros share count unchanged in Q3 2026.
Dutch Bros made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #239 holding.
Cedar Mountain Advisors first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
Cedar Mountain Advisors's Dutch Bros position peaked at $53.2K in Q2 2026.
96 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.