Cypress Advisory Group’s Dutch Bros BROS Stock Holding History

Cypress Advisory Group’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
2025 Q1	–	Sell	-6,305	Closed	-$330K	–	62
2024 Q4	$330K	Buy	+6,305	New	+$278K	0.3%	51

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cypress Advisory Group's BROS Position: Q1 2025 in Review

Cypress Advisory Group sold out of Dutch Bros (BROS) in Q1 2025, closing a stake of 6,305 shares — an estimated $330K sold.

Cypress Advisory Group first reported a position in BROS in Q4 2024 and held it in 1 quarter. The position peaked at $330K in Q4 2024. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

Cypress Advisory Group reported no remaining Dutch Bros position as of Q1 2025 after selling out during the quarter.
Cypress Advisory Group sold 6,305 Dutch Bros shares in Q1 2025, an estimated $330K.
Cypress Advisory Group first reported a position in Dutch Bros in Q4 2024 and held it in 1 quarter.
Cypress Advisory Group's Dutch Bros position peaked at $330K in Q4 2024.
466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on Cypress Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.