KIG
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Kowal Investment Group’s Dutch Bros BROS Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-3
Closed – – 237
2021
Q3 		$0 Buy
+3
New +$143 ﹤0.01% 921

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kowal Investment Group's BROS Position: Q4 2021 in Review

Kowal Investment Group sold out of Dutch Bros (BROS) in Q4 2021, closing a stake of 3 shares.

Kowal Investment Group first reported a position in BROS in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 148 funds tracked by Wall St. Rank hold BROS as of Q4 2021.

  • Kowal Investment Group reported no remaining Dutch Bros position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 3 Dutch Bros shares in Q4 2021.
  • Kowal Investment Group first reported a position in Dutch Bros in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Dutch Bros position peaked at $0 in Q3 2021.
  • 148 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.