Lindbrook Capital’s Dutch Bros BROS Stock Holding History

Lindbrook Capital’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 Q1	$84.6K	Buy	1,370 +194	+16%	+$12.8K	0.01%	738
2024 Q4	$61.6K	Buy	1,176 +10	+0.9%	+$441	0.01%	727
2024 Q3	$37.3K	Buy	1,166 +66	+6%	+$2.33K	﹤0.01%	954
2024 Q2	$45.5K	Hold	1,100	–	–	﹤0.01%	837
2024 Q1	$36.3K	Hold	1,100	–	–	﹤0.01%	913
2023 Q4	$34.8K	Hold	1,100	–	–	﹤0.01%	904
2023 Q3	$25.6K	Hold	1,100	–	–	﹤0.01%	951
2023 Q2	$31.3K	Hold	1,100	–	–	﹤0.01%	885
2023 Q1	$34.8K	Hold	1,100	–	–	﹤0.01%	833
2022 Q4	$31K	Buy	1,100 +309	+39%	+$10.2K	﹤0.01%	867
2022 Q3	$25K	Sell	791 -140	-15%	-$5.27K	﹤0.01%	888
2022 Q2	$29K	Buy	931 +831	+831%	+$34.1K	﹤0.01%	842
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	1501
2021 Q4	$5K	Buy	+100	New	+$5.55K	﹤0.01%	1495

Other funds holding BROS

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Lindbrook Capital's BROS Position: Q1 2025 in Review

Lindbrook Capital increased its Dutch Bros (BROS) stake by 16% in Q1 2025, buying an estimated $12.8K and bringing the position to 1,370 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #738.

Lindbrook Capital first reported a position in BROS in Q4 2021 and has held it in 14 quarters since. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

Lindbrook Capital held 1,370 shares of Dutch Bros worth $84.6K as of Q1 2025.
Lindbrook Capital bought 194 Dutch Bros shares in Q1 2025, an estimated $12.8K.
Dutch Bros made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #738 holding.
Lindbrook Capital first reported a position in Dutch Bros in Q4 2021 and has held it in 14 quarters since.
466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.