Level Four 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
Q1
$518K Buy
10,227
+87
+0.9% +$4.76K 0.02% 579
2025
Q4
$621K Buy
10,140
+1,555
+18% +$88.3K 0.02% 521
2025
Q3
$449K Buy
8,585
+595
+7% +$37.6K 0.02% 585
2025
Q2
$546K Buy
7,990
+506
+7% +$33K 0.02% 499
2025
Q1
$462K Buy
7,484
+691
+10% +$45.5K 0.02% 520
2024
Q4
$356K Buy
6,793
+392
+6% +$17.3K 0.01% 574
2024
Q3
$212K Buy
6,401
+87
+1% +$3.07K 0.01% 718
2024
Q2
$261K Buy
+6,314
New +$217K 0.01% 649
2022
Q2
Sell
-4,646
Closed -$257K 573
2022
Q1
$257K Buy
4,646
+261
+6% +$13.3K 0.02% 544
2021
Q4
$223K Buy
+4,385
New +$243K 0.02% 582

Other funds holding BROS

Level Four Advisory Services's BROS Position: Q1 2026 in Review

Level Four Advisory Services increased its Dutch Bros (BROS) stake by 0.86% in Q1 2026, buying an estimated $4.76K and bringing the position to 10,227 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #579.

Level Four Advisory Services first reported a position in BROS in Q4 2021 and has held it in 10 quarters since. The position peaked at $621K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Level Four Advisory Services held 10,227 shares of Dutch Bros worth $518K as of Q1 2026.
  • Level Four Advisory Services bought 87 Dutch Bros shares in Q1 2026, an estimated $4.76K.
  • Dutch Bros made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #579 holding.
  • Level Four Advisory Services first reported a position in Dutch Bros in Q4 2021 and has held it in 10 quarters since.
  • Level Four Advisory Services's Dutch Bros position peaked at $621K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.