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CoreCap Advisors’s Dutch Bros BROS Stock Holding History

CoreCap 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
Q2 		$241K Buy
3,353
+3,327
+12,796% +$191K 0.01% 794
2026
Q1 		$1.32K Buy
26
+25
+2,500% +$1.37K ﹤0.01% 2488
2025
Q4 		$61 Sell
1
-159
-99% -$9.03K ﹤0.01% 2898
2025
Q3 		$8.37K Sell
160
-541
-77% -$34.2K ﹤0.01% 2010
2025
Q2 		$47.9K Buy
701
+676
+2,704% +$44.1K ﹤0.01% 1278
2025
Q1 		$1.54K Buy
25
+7
+39% +$461 ﹤0.01% 2430
2024
Q4 		$943 Buy
18
+17
+1,700% +$750 ﹤0.01% 2386
2024
Q3 		$32 Sell
1
-36
-97% -$1.27K ﹤0.01% 2590
2024
Q2 		$1.53K Hold
37
– – ﹤0.01% 1356
2024
Q1 		$1.22K Buy
+37
New +$1.09K ﹤0.01% 2198

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors's BROS Position: Q2 2026 in Review

CoreCap Advisors increased its Dutch Bros (BROS) stake by 12,796% in Q2 2026, buying an estimated $191K and bringing the position to 3,353 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #794.

CoreCap Advisors first reported a position in BROS in Q1 2024 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • CoreCap Advisors held 3,353 shares of Dutch Bros worth $241K as of Q2 2026.
  • CoreCap Advisors bought 3,327 Dutch Bros shares in Q2 2026, an estimated $191K.
  • Dutch Bros made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #794 holding.
  • CoreCap Advisors first reported a position in Dutch Bros in Q1 2024 and has held it in 10 quarters since.
  • 59 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.