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Lansing Street Advisors’s Dutch Bros BROS Stock Holding History

Lansing Street Advisors’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
2023
Q2 		$8.54K Hold
300
– – 0.01% 200
2023
Q1 		$9.49K Hold
300
– – 0.01% 211
2022
Q4 		$8.46K Hold
300
– – 0.01% 227
2022
Q3 		$9K Hold
300
– – 0.01% 190
2022
Q2 		$9K Buy
300
+100
+50% +$4.1K 0.01% 186
2022
Q1 		$10K Buy
+200
New +$10.2K 0.01% 198

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Lansing Street Advisors's BROS Position: Q2 2023 in Review

Lansing Street Advisors held its Dutch Bros (BROS) position steady in Q2 2023 at 300 shares worth $8.54K. The position accounts for 0.01% of the portfolio, ranked #200.

Lansing Street Advisors first reported a position in BROS in Q1 2022 and has held it in 6 quarters since. The position peaked at $10K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

  • Lansing Street Advisors held 300 shares of Dutch Bros worth $8.54K as of Q2 2023.
  • Lansing Street Advisors left its Dutch Bros share count unchanged in Q2 2023.
  • Dutch Bros made up 0.01% of Lansing Street Advisors's portfolio in Q2 2023, its #200 holding.
  • Lansing Street Advisors first reported a position in Dutch Bros in Q1 2022 and has held it in 6 quarters since.
  • Lansing Street Advisors's Dutch Bros position peaked at $10K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.