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Matthew Hamilton Rosenberg’s Dutch Bros BROS Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$7.79K Hold
202
– – ﹤0.01% 666
2026
Q2 		$14.5K Hold
202
– – ﹤0.01% 585
2026
Q1 		$10.2K Hold
202
– – ﹤0.01% 608
2025
Q4 		$12.4K Hold
202
– – ﹤0.01% 601
2025
Q3 		$10.6K Hold
202
– – ﹤0.01% 624
2025
Q2 		$13.8K Hold
202
– – ﹤0.01% 612
2025
Q1 		$12.5K Hold
202
– – ﹤0.01% 601
2024
Q4 		$10.6K Hold
202
– – ﹤0.01% 614
2024
Q3 		$6.47K Buy
+202
New +$7.12K ﹤0.01% 671
2024
Q2 		– Sell
-202
Closed -$6.65K – 814
2024
Q1 		$6.65K Hold
202
– – ﹤0.01% 663
2023
Q4 		$6.4K Buy
+202
New +$5.5K ﹤0.01% 669
2023
Q3 		– Sell
-200
Closed -$5.69K – 940
2023
Q2 		$5.69K Sell
200
-1,157
-85% -$34.3K ﹤0.01% 681
2023
Q1 		$42.9K Hold
1,357
– – 0.01% 489
2022
Q4 		$38.3K Hold
1,357
– – 0.01% 518
2022
Q3 		$42K Hold
1,357
– – 0.02% 478
2022
Q2 		$44K Buy
+1,357
New +$55.6K 0.02% 486

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Matthew Hamilton Rosenberg's BROS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Dutch Bros (BROS) position steady in Q3 2026 at 202 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Matthew Hamilton Rosenberg first reported a position in BROS in Q2 2022 and has held it in 16 quarters since. The position peaked at $44K in Q2 2022. 104 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 202 shares of Dutch Bros worth $7.79K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Dutch Bros share count unchanged in Q3 2026.
  • Dutch Bros made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #666 holding.
  • Matthew Hamilton Rosenberg first reported a position in Dutch Bros in Q2 2022 and has held it in 16 quarters since.
  • Matthew Hamilton Rosenberg's Dutch Bros position peaked at $44K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.