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Dogwood Wealth Management’s Dutch Bros BROS Stock Holding History

Dogwood Wealth Management’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 		$5.39K Hold
75
– – ﹤0.01% 497
2026
Q1 		$3.8K Hold
75
– – ﹤0.01% 532
2025
Q4 		$4.59K Buy
+75
New +$4.26K ﹤0.01% 437

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Dogwood Wealth Management's BROS Position: Q2 2026 in Review

Dogwood Wealth Management held its Dutch Bros (BROS) position steady in Q2 2026 at 75 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Dogwood Wealth Management first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Dogwood Wealth Management held 75 shares of Dutch Bros worth $5.39K as of Q2 2026.
  • Dogwood Wealth Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Dogwood Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.