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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
Q3 		$23.4M Sell
607,886
-40,571
-6% -$2.18M 0.15% 144
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management's BROS Position: Q3 2026 in Review

Congress Asset Management reduced its Dutch Bros (BROS) stake by 6.3% in Q3 2026, selling an estimated $2.18M and leaving 607,886 shares worth $23.4M. The position accounts for 0.15% of the portfolio, ranked #144.

Congress Asset Management first reported a position in BROS in Q3 2025 and has held it in 5 quarters since. The position peaked at $46.6M in Q2 2026. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Congress Asset Management held 607,886 shares of Dutch Bros worth $23.4M as of Q3 2026.
  • Congress Asset Management sold 40,571 Dutch Bros shares in Q3 2026, an estimated $2.18M.
  • Dutch Bros made up 0.15% of Congress Asset Management's portfolio in Q3 2026, its #144 holding.
  • Congress Asset Management first reported a position in Dutch Bros in Q3 2025 and has held it in 5 quarters since.
  • Congress Asset Management's Dutch Bros position peaked at $46.6M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.