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Crestwood Capital Management’s Dutch Bros BROS Stock Holding History

Crestwood Capital 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 		$16.8M Sell
234,569
-80,810
-26% -$4.64M 11.03% 2
2026
Q1 		$16M Buy
315,379
+30,000
+11% +$1.64M 10.98% 3
2025
Q4 		$17.5M Sell
285,379
-25,000
-8% -$1.42M 11.06% 4
2025
Q3 		$16.2M Buy
310,379
+40,000
+15% +$2.53M 11.31% 4
2025
Q2 		$18.5M Hold
270,379
– – 12.59% 4
2025
Q1 		$16.7M Sell
270,379
-45,000
-14% -$2.96M 12.81% 3
2024
Q4 		$16.5M Sell
315,379
-30,000
-9% -$1.32M 12.15% 3
2024
Q3 		$11.1M Sell
345,379
-43,630
-11% -$1.54M 8.54% 5
2024
Q2 		$16.1M Buy
389,009
+68,306
+21% +$2.35M 11.5% 3
2024
Q1 		$10.6M Sell
320,703
-394
-0.1% -$11.6K 6.54% 9
2023
Q4 		$10.2M Buy
321,097
+1,097
+0.3% +$29.9K 6.02% 9
2023
Q3 		$7.44M Buy
+320,000
New +$9.12M 5.64% 10

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestwood Capital Management's BROS Position: Q2 2026 in Review

Crestwood Capital Management reduced its Dutch Bros (BROS) stake by 26% in Q2 2026, selling an estimated $4.64M and leaving 234,569 shares worth $16.8M. The position accounts for 11.03% of the portfolio, ranked #2.

Crestwood Capital Management first reported a position in BROS in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.5M in Q2 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Crestwood Capital Management held 234,569 shares of Dutch Bros worth $16.8M as of Q2 2026.
  • Crestwood Capital Management sold 80,810 Dutch Bros shares in Q2 2026, an estimated $4.64M.
  • Dutch Bros made up 11.03% of Crestwood Capital Management's portfolio in Q2 2026, its #2 holding.
  • Crestwood Capital Management first reported a position in Dutch Bros in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Capital Management's Dutch Bros position peaked at $18.5M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Crestwood Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.