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CWC Advisors’s Dutch Bros BROS Stock Holding History

CWC 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
Q1 		$572K Sell
11,294
-225
-2% -$12.3K 0.27% 86
2025
Q4 		$705K Sell
11,519
-11
-0.1% -$625 0.34% 69
2025
Q3 		$603K Buy
11,530
+656
+6% +$41.5K 0.3% 79
2025
Q2 		$743K Buy
10,874
+396
+4% +$25.8K 0.38% 58
2025
Q1 		$647K Buy
10,478
+4,608
+79% +$304K 0.37% 64
2024
Q4 		$307K Buy
+5,870
New +$259K 0.31% 89

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CWC Advisors's BROS Position: Q1 2026 in Review

CWC Advisors reduced its Dutch Bros (BROS) stake by 2% in Q1 2026, selling an estimated $12.3K and leaving 11,294 shares worth $572K. The position accounts for 0.27% of the portfolio, ranked #86.

CWC Advisors first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $743K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • CWC Advisors held 11,294 shares of Dutch Bros worth $572K as of Q1 2026.
  • CWC Advisors sold 225 Dutch Bros shares in Q1 2026, an estimated $12.3K.
  • Dutch Bros made up 0.27% of CWC Advisors's portfolio in Q1 2026, its #86 holding.
  • CWC Advisors first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • CWC Advisors's Dutch Bros position peaked at $743K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.