CI
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CX Institutional’s Dutch Bros BROS Stock Holding History

CX Institutional’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 		$18K Buy
462
+140
+43% +$7.54K ﹤0.01% 1253
2026
Q2 		$23K Sell
322
-60
-16% -$3.44K ﹤0.01% 1139
2026
Q1 		$19K Buy
382
+282
+282% +$15.4K ﹤0.01% 1141
2025
Q4 		$6K Hold
100
– – ﹤0.01% 1248
2025
Q3 		$5K Hold
100
– – ﹤0.01% 1254
2025
Q2 		$7K Hold
100
– – ﹤0.01% 1072
2025
Q1 		$6K Buy
+100
New +$6.59K ﹤0.01% 1048
2022
Q3 		– Sell
-100
Closed -$3K – 538
2022
Q2 		$3K Buy
+100
New +$4.1K ﹤0.01% 1061

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's BROS Position: Q3 2026 in Review

CX Institutional increased its Dutch Bros (BROS) stake by 43% in Q3 2026, buying an estimated $7.54K and bringing the position to 462 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

CX Institutional first reported a position in BROS in Q2 2022 and has held it in 8 quarters since. The position peaked at $23K in Q2 2026. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • CX Institutional held 462 shares of Dutch Bros worth $18K as of Q3 2026.
  • CX Institutional bought 140 Dutch Bros shares in Q3 2026, an estimated $7.54K.
  • Dutch Bros made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1253 holding.
  • CX Institutional first reported a position in Dutch Bros in Q2 2022 and has held it in 8 quarters since.
  • CX Institutional's Dutch Bros position peaked at $23K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.