Edgestream Partners’s Dutch Bros BROS Stock Holding History

Edgestream Partners’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 Q3	–	Sell	-3,042	Closed	-$208K	–	882
2025 Q2	$208K	Buy	+3,042	New	+$198K	0.01%	817

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edgestream Partners's BROS Position: Q3 2025 in Review

Edgestream Partners sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 3,042 shares — an estimated $208K sold.

Edgestream Partners first reported a position in BROS in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

Edgestream Partners reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
Edgestream Partners sold 3,042 Dutch Bros shares in Q3 2025, an estimated $208K.
Edgestream Partners first reported a position in Dutch Bros in Q2 2025 and held it in 1 quarter.
Edgestream Partners's Dutch Bros position peaked at $208K in Q2 2025.
450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.