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LRI Investments’s Dutch Bros BROS Stock Holding History

LRI Investments’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
2026
Q2 		$21K Buy
292
+4
+1% +$229 ﹤0.01% 748
2026
Q1 		$14.6K Buy
288
+250
+658% +$13.7K ﹤0.01% 776
2025
Q4 		$2.33K Buy
38
+35
+1,167% +$1.99K ﹤0.01% 1185
2025
Q3 		$157 Hold
3
– – ﹤0.01% 1291
2025
Q2 		$205 Hold
3
– – ﹤0.01% 1243
2025
Q1 		$185 Hold
3
– – ﹤0.01% 1189
2024
Q4 		$157 Hold
3
– – ﹤0.01% 1144
2024
Q3 		$141 Buy
+3
New +$106 ﹤0.01% 1137

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

LRI Investments's BROS Position: Q2 2026 in Review

LRI Investments increased its Dutch Bros (BROS) stake by 1.4% in Q2 2026, buying an estimated $229 and bringing the position to 292 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

LRI Investments first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • LRI Investments held 292 shares of Dutch Bros worth $21K as of Q2 2026.
  • LRI Investments bought 4 Dutch Bros shares in Q2 2026, an estimated $229.
  • Dutch Bros made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #748 holding.
  • LRI Investments first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.