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Continuum Advisory’s Dutch Bros BROS Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-286
Closed -$17.7K – 557
2025
Q1 		$17.7K Hold
286
– – ﹤0.01% 881
2024
Q4 		$15K Hold
286
– – ﹤0.01% 905
2024
Q3 		$13.4K Sell
286
-94
-25% -$3.31K ﹤0.01% 928
2024
Q2 		$15.7K Hold
380
– – ﹤0.01% 838
2024
Q1 		$12.5K Buy
+380
New +$11.2K ﹤0.01% 894

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return