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Coppell Advisory Solutions’s Dutch Bros BROS Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-517
Closed -$27.2K – 523
2024
Q4 		$27.2K Buy
517
+447
+639% +$19.7K ﹤0.01% 764
2024
Q3 		$2.27K Hold
70
– – ﹤0.01% 1424
2024
Q2 		$2.9K Buy
+70
New +$2.4K ﹤0.01% 1315
2023
Q4 		$2.22K Buy
+70
New +$1.91K ﹤0.01% 1273

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 $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Coppell Advisory Solutions's BROS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dutch Bros (BROS) in Q1 2025, closing a stake of 517 shares — an estimated $27.2K sold.

Coppell Advisory Solutions first reported a position in BROS in Q4 2023 and held it in 4 quarters. The position peaked at $27.2K in Q4 2024. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dutch Bros position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 517 Dutch Bros shares in Q1 2025, an estimated $27.2K.
  • Coppell Advisory Solutions first reported a position in Dutch Bros in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Dutch Bros position peaked at $27.2K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.