CI Investments Inc
BROS icon

CI Investments Inc’s Dutch Bros BROS Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-309
Closed -$16K – 733
2025
Q3 		$16K Sell
309
-16
-5% -$1.01K ﹤0.01% 1185
2025
Q2 		$22K Sell
325
-24
-7% -$1.57K ﹤0.01% 1153
2025
Q1 		$22K Sell
349
-80
-19% -$5.27K ﹤0.01% 1144
2024
Q4 		$22K Buy
429
+258
+151% +$11.4K ﹤0.01% 1150
2024
Q3 		$5K Buy
171
+19
+13% +$670 ﹤0.01% 1247
2024
Q2 		$6K Buy
152
+38
+33% +$1.31K ﹤0.01% 1211
2024
Q1 		$4K Buy
114
+52
+84% +$1.53K ﹤0.01% 1265
2023
Q4 		$2K Hold
62
– – ﹤0.01% 1252
2023
Q3 		$1K Buy
62
+5
+9% +$142 ﹤0.01% 1288
2023
Q2 		$2K Buy
57
+55
+2,750% +$1.63K ﹤0.01% 1291
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1169
2022
Q4 		$0 Hold
2
– – ﹤0.01% 1208
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1226
2022
Q2 		$0 Buy
+2
New +$82 ﹤0.01% 1252

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CI Investments Inc's BROS Position: Q4 2025 in Review

CI Investments Inc sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 309 shares — an estimated $16K sold.

CI Investments Inc first reported a position in BROS in Q2 2022 and held it in 14 quarters. The position peaked at $22K in Q2 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • CI Investments Inc reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 309 Dutch Bros shares in Q4 2025, an estimated $16K.
  • CI Investments Inc first reported a position in Dutch Bros in Q2 2022 and held it in 14 quarters.
  • CI Investments Inc's Dutch Bros position peaked at $22K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.