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 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 $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

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cedar Mountain Advisors's BROS Position: Q2 2026 in Review

Cedar Mountain Advisors held its Dutch Bros (BROS) position steady in Q2 2026 at 741 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #168.

Cedar Mountain Advisors first reported a position in BROS in Q3 2021 and has held it in 19 quarters since. 59 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Cedar Mountain Advisors held 741 shares of Dutch Bros worth $53.2K as of Q2 2026.
Cedar Mountain Advisors left its Dutch Bros share count unchanged in Q2 2026.
Dutch Bros made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #168 holding.
Cedar Mountain Advisors first reported a position in Dutch Bros in Q3 2021 and has held it in 19 quarters since.
59 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.