CWC Advisors
BROS icon

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
Q3 		$408K Sell
10,576
-469
-4% -$25.3K 0.19% 111
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CWC Advisors's BROS Position: Q3 2026 in Review

CWC Advisors reduced its Dutch Bros (BROS) stake by 4.2% in Q3 2026, selling an estimated $25.3K and leaving 10,576 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #111.

CWC Advisors first reported a position in BROS in Q4 2024 and has held it in 8 quarters since. The position peaked at $793K in Q2 2026. 66 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • CWC Advisors held 10,576 shares of Dutch Bros worth $408K as of Q3 2026.
  • CWC Advisors sold 469 Dutch Bros shares in Q3 2026, an estimated $25.3K.
  • Dutch Bros made up 0.19% of CWC Advisors's portfolio in Q3 2026, its #111 holding.
  • CWC Advisors first reported a position in Dutch Bros in Q4 2024 and has held it in 8 quarters since.
  • CWC Advisors's Dutch Bros position peaked at $793K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.