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EFG Asset Management’s Dutch Bros BROS Stock Holding History

EFG Asset 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
2025
Q3 		$2.44M Buy
46,616
+536
+1% +$33.9K 0.32% 130
2025
Q2 		$3.15M Buy
46,080
+253
+0.6% +$16.5K 0.44% 97
2025
Q1 		$2.83M Sell
45,827
-7,609
-14% -$501K 0.47% 83
2024
Q4 		$2.8M Buy
53,436
+27,668
+107% +$1.22M 0.38% 106
2024
Q3 		$825K Sell
25,768
-5,718
-18% -$202K 0.14% 187
2024
Q2 		$1.3M Sell
31,486
-22,294
-41% -$766K 0.23% 164
2024
Q1 		$1.77M Buy
53,780
+20,918
+64% +$617K 0.31% 140
2023
Q4 		$1.04M Sell
32,862
-816
-2% -$22.2K 0.2% 173
2023
Q3 		$783K Buy
33,678
+4,398
+15% +$125K 0.19% 161
2023
Q2 		$833K Sell
29,280
-16,667
-36% -$494K 0.18% 172
2023
Q1 		$1.45M Buy
45,947
+11,023
+32% +$373K 0.32% 111
2022
Q4 		$981K Buy
34,924
+6,338
+22% +$210K 0.22% 151
2022
Q3 		$891K Sell
28,586
-2,151
-7% -$81K 0.21% 151
2022
Q2 		$973K Buy
+30,737
New +$1.26M 0.2% 146

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFG Asset Management's BROS Position: Q3 2025 in Review

EFG Asset Management increased its Dutch Bros (BROS) stake by 1.2% in Q3 2025, buying an estimated $33.9K and bringing the position to 46,616 shares worth $2.44M. The position accounts for 0.32% of the portfolio, ranked #130.

EFG Asset Management first reported a position in BROS in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.15M in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • EFG Asset Management held 46,616 shares of Dutch Bros worth $2.44M as of Q3 2025.
  • EFG Asset Management bought 536 Dutch Bros shares in Q3 2025, an estimated $33.9K.
  • Dutch Bros made up 0.32% of EFG Asset Management's portfolio in Q3 2025, its #130 holding.
  • EFG Asset Management first reported a position in Dutch Bros in Q2 2022 and has held it in 14 quarters since.
  • EFG Asset Management's Dutch Bros position peaked at $3.15M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.