EWG Elevate’s Dutch Bros BROS Stock Holding History

EWG Elevate’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	-3,013	Closed	-$206K	–	128
2025 Q2	$206K	Buy	+3,013	New	+$197K	0.06%	136
2023 Q1	–	Sell	-849	Closed	-$23.9K	–	156
2022 Q4	$23.9K	Buy	+849	New	+$28.1K	0.01%	254

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

EWG Elevate's BROS Position: Q3 2025 in Review

EWG Elevate sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 3,013 shares — an estimated $206K sold.

EWG Elevate first reported a position in BROS in Q4 2022 and held it in 2 quarters. The position peaked at $206K in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

EWG Elevate reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 3,013 Dutch Bros shares in Q3 2025, an estimated $206K.
EWG Elevate first reported a position in Dutch Bros in Q4 2022 and held it in 2 quarters.
EWG Elevate's Dutch Bros position peaked at $206K in Q2 2025.
450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.