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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Crestwood Capital Management's BROS Position: Q1 2026 in Review

Crestwood Capital Management increased its Dutch Bros (BROS) stake by 11% in Q1 2026, buying an estimated $1.64M and bringing the position to 315,379 shares worth $16M. The position accounts for 10.98% of the portfolio, ranked #3.

Crestwood Capital Management first reported a position in BROS in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.5M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Crestwood Capital Management held 315,379 shares of Dutch Bros worth $16M as of Q1 2026.
Crestwood Capital Management bought 30,000 Dutch Bros shares in Q1 2026, an estimated $1.64M.
Dutch Bros made up 10.98% of Crestwood Capital Management's portfolio in Q1 2026, its #3 holding.
Crestwood Capital Management first reported a position in Dutch Bros in Q3 2023 and has held it in 11 quarters since.
Crestwood Capital Management's Dutch Bros position peaked at $18.5M in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Crestwood Capital Management's 13F filing for Q1 2026, filed 12 May 2026.