GI
BROS icon

GAMMA Investing’s Dutch Bros BROS Stock Holding History

GAMMA Investing’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
Q3 		$57.8K Sell
1,498
-1,429
-49% -$76.9K ﹤0.01% 2275
2026
Q2 		$210K Buy
2,927
+329
+13% +$18.9K 0.01% 1234
2026
Q1 		$132K Buy
2,598
+1,363
+110% +$74.5K 0.01% 1442
2025
Q4 		$75.6K Buy
1,235
+379
+44% +$21.5K ﹤0.01% 1778
2025
Q3 		$44.8K Buy
856
+205
+31% +$13K ﹤0.01% 2063
2025
Q2 		$44.5K Sell
651
-170
-21% -$11.1K ﹤0.01% 2007
2025
Q1 		$50.7K Buy
821
+378
+85% +$24.9K ﹤0.01% 1782
2024
Q4 		$23.2K Buy
443
+220
+99% +$9.71K ﹤0.01% 2193
2024
Q3 		$7.14K Buy
223
+135
+153% +$4.76K ﹤0.01% 2593
2024
Q2 		$3.64K Buy
+88
New +$3.02K ﹤0.01% 2678

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing's BROS Position: Q3 2026 in Review

GAMMA Investing reduced its Dutch Bros (BROS) stake by 49% in Q3 2026, selling an estimated $76.9K and leaving 1,498 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

GAMMA Investing first reported a position in BROS in Q2 2024 and has held it in 10 quarters since. The position peaked at $210K in Q2 2026. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • GAMMA Investing held 1,498 shares of Dutch Bros worth $57.8K as of Q3 2026.
  • GAMMA Investing sold 1,429 Dutch Bros shares in Q3 2026, an estimated $76.9K.
  • Dutch Bros made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2275 holding.
  • GAMMA Investing first reported a position in Dutch Bros in Q2 2024 and has held it in 10 quarters since.
  • GAMMA Investing's Dutch Bros position peaked at $210K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.