Essential Partners’s Dutch Bros BROS Stock Holding History

Essential 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 Q4	–	Sell	-1	Closed	-$52	–	2793
2025 Q3	$52	Sell	1 -2,695	-100%	-$170K	﹤0.01%	2563
2025 Q2	$184K	Buy	+2,696	New	+$176K	0.07%	288

Other funds holding BROS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Essential Partners's BROS Position: Q4 2025 in Review

Essential Partners sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 1 share — an estimated $52 sold.

Essential Partners first reported a position in BROS in Q2 2025 and held it in 2 quarters. The position peaked at $184K in Q2 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

Essential Partners reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 1 Dutch Bros share in Q4 2025, an estimated $52.
Essential Partners first reported a position in Dutch Bros in Q2 2025 and held it in 2 quarters.
Essential Partners's Dutch Bros position peaked at $184K in Q2 2025.
512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.