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Legacy Capital Group California’s Dutch Bros BROS Stock Holding History

Legacy Capital Group California’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
-18,990
Closed -$994K – 342
2025
Q3 		$994K Sell
18,990
-193
-1% -$12.2K 0.25% 104
2025
Q2 		$1.31M Buy
+19,183
New +$1.25M 0.36% 63
2025
Q1 		– Sell
-23,744
Closed -$1.24M – 311
2024
Q4 		$1.24M Sell
23,744
-375
-2% -$16.5K 0.38% 53
2024
Q3 		$773K Buy
24,119
+66
+0.3% +$2.33K 0.26% 113
2024
Q2 		$996K Buy
+24,053
New +$826K 0.36% 70

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Legacy Capital Group California's BROS Position: Q4 2025 in Review

Legacy Capital Group California sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 18,990 shares — an estimated $994K sold.

Legacy Capital Group California first reported a position in BROS in Q2 2024 and held it in 5 quarters. The position peaked at $1.31M in Q2 2025. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Legacy Capital Group California reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 18,990 Dutch Bros shares in Q4 2025, an estimated $994K.
  • Legacy Capital Group California first reported a position in Dutch Bros in Q2 2024 and held it in 5 quarters.
  • Legacy Capital Group California's Dutch Bros position peaked at $1.31M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.