ClearBridge Investments’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$44.7M Sell
2025
Q2
$59.3M Sell
2025
Q1
$53.7M Sell
2024
Q4
$48.3M Sell
2024
Q3
$31.2M Buy
2024
Q2
$40.2M Buy
2024
Q1
$28.7M Buy
2023
Q4
$27.4M Buy
2023
Q3
$20.1M Sell
2023
Q2
$24.7M Buy
2023
Q1
$17.3M Buy
2022
Q4
$14.8M Buy
2022
Q3
$16.2M Buy
2022
Q2
$16.3M Hold
2022
Q1
$28.5M Buy
2021
Q4
$15.3M Buy
2021
Q3
$13M Buy