Mosley Wealth Management
BROS icon

Mosley Wealth Management’s Dutch Bros BROS Stock Holding History

Mosley 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 		$2.06K Hold
50
– – ﹤0.01% 490
2026
Q2 		$3.59K Hold
50
– – ﹤0.01% 455
2026
Q1 		$2.62K Buy
+50
New +$2.73K ﹤0.01% 375

Other funds holding BROS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Mosley Wealth Management held its Dutch Bros (BROS) position steady in Q3 2026 at 50 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Mosley Wealth Management first reported a position in BROS in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.59K in Q2 2026. 261 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Mosley Wealth Management held 50 shares of Dutch Bros worth $2.06K as of Q3 2026.
  • Mosley Wealth Management left its Dutch Bros share count unchanged in Q3 2026.
  • Dutch Bros made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #490 holding.
  • Mosley Wealth Management first reported a position in Dutch Bros in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Dutch Bros position peaked at $3.59K in Q2 2026.
  • 261 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.