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Congress Asset Management’s Dutch Bros BROS Stock Holding History

Congress Asset Management’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 		$46.6M Buy
648,457
+431,342
+199% +$24.7M 0.29% 106
2026
Q1 		$11M Buy
217,115
+10,895
+5% +$596K 0.08% 198
2025
Q4 		$12.6M Sell
206,220
-6,794
-3% -$386K 0.09% 184
2025
Q3 		$11.1M Buy
+213,014
New +$13.5M 0.07% 189

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Congress Asset Management's BROS Position: Q2 2026 in Review

Congress Asset Management increased its Dutch Bros (BROS) stake by 199% in Q2 2026, buying an estimated $24.7M and bringing the position to 648,457 shares worth $46.6M. The position accounts for 0.29% of the portfolio, ranked #106.

Congress Asset Management first reported a position in BROS in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Congress Asset Management held 648,457 shares of Dutch Bros worth $46.6M as of Q2 2026.
  • Congress Asset Management bought 431,342 Dutch Bros shares in Q2 2026, an estimated $24.7M.
  • Dutch Bros made up 0.29% of Congress Asset Management's portfolio in Q2 2026, its #106 holding.
  • Congress Asset Management first reported a position in Dutch Bros in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.