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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
Q2 		$793K Sell
11,045
-249
-2% -$14.3K 0.35% 70
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

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

CWC Advisors's BROS Position: Q2 2026 in Review

CWC Advisors reduced its Dutch Bros (BROS) stake by 2.2% in Q2 2026, selling an estimated $14.3K and leaving 11,045 shares worth $793K. The position accounts for 0.35% of the portfolio, ranked #70.

CWC Advisors first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • CWC Advisors held 11,045 shares of Dutch Bros worth $793K as of Q2 2026.
  • CWC Advisors sold 249 Dutch Bros shares in Q2 2026, an estimated $14.3K.
  • Dutch Bros made up 0.35% of CWC Advisors's portfolio in Q2 2026, its #70 holding.
  • CWC Advisors first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.