Joule Financial’s Dutch Bros BROS Stock Holding History

Joule Financial’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	-10,671	Closed	-$559K	–	111
2025 Q3	$559K	Buy	10,671 +85	+0.8%	+$5.37K	0.17%	59
2025 Q2	$724K	Buy	+10,586	New	+$691K	0.24%	52

Other funds holding BROS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Joule Financial's BROS Position: Q4 2025 in Review

Joule Financial sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 10,671 shares — an estimated $559K sold.

Joule Financial first reported a position in BROS in Q2 2025 and held it in 2 quarters. The position peaked at $724K in Q2 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

Joule Financial reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
Joule Financial sold 10,671 Dutch Bros shares in Q4 2025, an estimated $559K.
Joule Financial first reported a position in Dutch Bros in Q2 2025 and held it in 2 quarters.
Joule Financial's Dutch Bros position peaked at $724K in Q2 2025.
511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Joule Financial's 13F filing for Q4 2025, filed 20 Jan 2026.