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Concurrent Investment Advisors’s Dutch Bros BROS Stock Holding History

Concurrent Investment 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
Q1 		$9.86M Buy
194,661
+21,170
+12% +$1.16M 0.11% 206
2025
Q4 		$10.6M Buy
173,491
+2,122
+1% +$121K 0.12% 179
2025
Q3 		$8.97M Buy
171,369
+468
+0.3% +$29.6K 0.15% 136
2025
Q2 		$11.7M Sell
170,901
-559
-0.3% -$36.5K 0.23% 99
2025
Q1 		$10.6M Sell
171,460
-857,145
-83% -$56.5M 0.26% 91
2024
Q4 		$53.9M Buy
1,028,605
+782,164
+317% +$34.5M 1.45% 10
2024
Q3 		$7.89M Sell
246,441
-993,958
-80% -$35M 0.23% 98
2024
Q2 		$51.4M Buy
1,240,399
+1,109,370
+847% +$38.1M 1.69% 6
2024
Q1 		$4.32M Sell
131,029
-50,090
-28% -$1.48M 0.17% 133
2023
Q4 		$5.74M Buy
+181,119
New +$4.93M 0.27% 83

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Concurrent Investment Advisors's BROS Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Dutch Bros (BROS) stake by 12% in Q1 2026, buying an estimated $1.16M and bringing the position to 194,661 shares worth $9.86M. The position accounts for 0.11% of the portfolio, ranked #206.

Concurrent Investment Advisors first reported a position in BROS in Q4 2023 and has held it in 10 quarters since. The position peaked at $53.9M in Q4 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Concurrent Investment Advisors held 194,661 shares of Dutch Bros worth $9.86M as of Q1 2026.
  • Concurrent Investment Advisors bought 21,170 Dutch Bros shares in Q1 2026, an estimated $1.16M.
  • Dutch Bros made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #206 holding.
  • Concurrent Investment Advisors first reported a position in Dutch Bros in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Dutch Bros position peaked at $53.9M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.