Moran Wealth Management
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Moran Wealth Management’s Dutch Bros BROS Stock Holding History

Moran Wealth Management’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 		$3.78M Buy
98,156
+3,304
+3% +$178K 0.1% 236
2026
Q2 		$6.81M Buy
94,852
+41,993
+79% +$2.41M 0.19% 171
2026
Q1 		$2.68M Sell
52,859
-1,570
-3% -$85.9K 0.08% 276
2025
Q4 		$3.33M Buy
+54,429
New +$3.09M 0.1% 240

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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management's BROS Position: Q3 2026 in Review

Moran Wealth Management increased its Dutch Bros (BROS) stake by 3.5% in Q3 2026, buying an estimated $178K and bringing the position to 98,156 shares worth $3.78M. The position accounts for 0.1% of the portfolio, ranked #236.

Moran Wealth Management first reported a position in BROS in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.81M in Q2 2026. 92 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Moran Wealth Management held 98,156 shares of Dutch Bros worth $3.78M as of Q3 2026.
  • Moran Wealth Management bought 3,304 Dutch Bros shares in Q3 2026, an estimated $178K.
  • Dutch Bros made up 0.1% of Moran Wealth Management's portfolio in Q3 2026, its #236 holding.
  • Moran Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Dutch Bros position peaked at $6.81M in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.