IMA Advisory Services’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44K Buy
+20
New +$1.15K ﹤0.01% 1163
2023
Q4
Sell
-46,226
Closed -$1.07M 91
2023
Q3
$1.07M Sell
46,226
-1,179
-2% -$33.6K 0.28% 88
2023
Q2
$1.35M Sell
47,405
-3,572
-7% -$106K 0.35% 83
2023
Q1
$1.61M Buy
+50,977
New +$1.73M 0.42% 68

Other funds holding BROS

IMA Advisory Services's BROS Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Dutch Bros (BROS) in Q2 2026: 20 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in BROS as recently as Q3 2023.

IMA Advisory Services first reported a position in BROS in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.61M in Q1 2023. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • IMA Advisory Services held 20 shares of Dutch Bros worth $1.44K as of Q2 2026.
  • Dutch Bros was a new IMA Advisory Services position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1163 holding.
  • IMA Advisory Services first reported a position in Dutch Bros in Q1 2023 and has held it in 4 quarters since.
  • IMA Advisory Services's Dutch Bros position peaked at $1.61M in Q1 2023.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.