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D.A. Davidson & Co’s Dutch Bros BROS Stock Holding History

D.A. Davidson & Co’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 		– Sell
-1
Closed -$3.43K – 1577
2025
Q4 		$3.43K Hold
1
– – ﹤0.01% 1516
2025
Q3 		$2.78K Hold
1
– – ﹤0.01% 1524
2025
Q2 		$4.35K Hold
1
– – ﹤0.01% 1434
2025
Q1 		$3.66K Hold
1
– – ﹤0.01% 1397
2024
Q4 		$2.88K Hold
1
– – ﹤0.01% 1411
2024
Q3 		$1.07K Hold
1
– – ﹤0.01% 1374
2024
Q2 		$2.02K Buy
+1
New +$34 ﹤0.01% 1359

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

D.A. Davidson & Co's BROS Position: Q2 2026 in Review

D.A. Davidson & Co increased its Dutch Bros (BROS) stake by 3.6% in Q2 2026, buying an estimated $119K and bringing the position to 59,122 shares worth $4.25M. The position accounts for 0.02% of the portfolio, ranked #470.

D.A. Davidson & Co first reported a position in BROS in Q1 2022 and has held it in 18 quarters since. 114 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • D.A. Davidson & Co held 59,122 shares of Dutch Bros worth $4.25M as of Q2 2026.
  • D.A. Davidson & Co bought 2,080 Dutch Bros shares in Q2 2026, an estimated $119K.
  • Dutch Bros made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #470 holding.
  • D.A. Davidson & Co first reported a position in Dutch Bros in Q1 2022 and has held it in 18 quarters since.
  • 114 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.