CWP
BROS icon

Curated Wealth Partners’s Dutch Bros BROS Stock Holding History

Curated Wealth Partners’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 		$497K Buy
+500,000
New +$28.7M 0.06% 275

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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Curated Wealth Partners's BROS Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Dutch Bros (BROS) in Q2 2026: 500,000 shares worth $497K. The stake represents 0.06% of the portfolio and ranks #275 among its holdings.

140 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Curated Wealth Partners held 500,000 shares of Dutch Bros worth $497K as of Q2 2026.
  • Dutch Bros was a new Curated Wealth Partners position in Q2 2026.
  • Dutch Bros made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #275 holding.
  • 140 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.