Commonwealth Equity Services
BROS icon

Commonwealth Equity Services’s Dutch Bros BROS Stock Holding History

Commonwealth Equity Services’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 		$2.99M Sell
41,641
-7,893
-16% -$453K ﹤0.01% 1776
2026
Q1 		$2.51M Buy
49,534
+4,090
+9% +$224K ﹤0.01% 1818
2025
Q4 		$2.78M Sell
45,444
-93,919
-67% -$5.34M ﹤0.01% 1740
2025
Q3 		$7.29M Sell
139,363
-7,162
-5% -$453K 0.01% 1098
2025
Q2 		$10M Sell
146,525
-2,476
-2% -$162K 0.01% 903
2025
Q1 		$9.2M Sell
149,001
-12,710
-8% -$837K 0.01% 914
2024
Q4 		$8.47M Buy
161,711
+679
+0.4% +$30K 0.01% 916
2024
Q3 		$5.16M Buy
161,032
+50,339
+45% +$1.77M 0.01% 1208
2024
Q2 		$4.58M Sell
110,693
-3,108
-3% -$107K 0.01% 1240
2024
Q1 		$3.75M Buy
113,801
+1,929
+2% +$56.9K 0.01% 1356
2023
Q4 		$3.54M Sell
111,872
-40
-0% -$1.09K 0.01% 1318
2023
Q3 		$2.6M Sell
111,912
-2,242
-2% -$63.9K 0.01% 1435
2023
Q2 		$3.25M Sell
114,154
-8,657
-7% -$257K 0.01% 1306
2023
Q1 		$3.88K Sell
122,811
-599
-0.5% -$20.3K 0.01% 1148
2022
Q4 		$3.48M Buy
123,410
+6,949
+6% +$230K 0.01% 1164
2022
Q3 		$3.63M Sell
116,461
-3,377
-3% -$127K 0.01% 1054
2022
Q2 		$3.79M Buy
119,838
+12,867
+12% +$527K 0.01% 1040
2022
Q1 		$5.91M Buy
106,971
+42,736
+67% +$2.18M 0.01% 861
2021
Q4 		$3.27M Buy
64,235
+12,679
+25% +$704K 0.01% 1163
2021
Q3 		$2.23M Buy
+51,556
New +$2.45M 0.01% 1359

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Commonwealth Equity Services's BROS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Dutch Bros (BROS) stake by 16% in Q2 2026, selling an estimated $453K and leaving 41,641 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Commonwealth Equity Services first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. The position peaked at $10M in Q2 2025. 191 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Commonwealth Equity Services held 41,641 shares of Dutch Bros worth $2.99M as of Q2 2026.
  • Commonwealth Equity Services sold 7,893 Dutch Bros shares in Q2 2026, an estimated $453K.
  • Dutch Bros made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1776 holding.
  • Commonwealth Equity Services first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • Commonwealth Equity Services's Dutch Bros position peaked at $10M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.