Norden Group
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Norden Group’s Dutch Bros BROS Stock Holding History

Norden Group’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 		– Sell
-4,462
Closed -$320K – 684
2026
Q2 		$320K Buy
+4,462
New +$256K 0.03% 504
2025
Q3 		– Sell
-2,933
Closed -$201K – 581
2025
Q2 		$201K Buy
+2,933
New +$191K 0.02% 543

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 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

Norden Group's BROS Position: Q3 2026 in Review

Norden Group sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 4,462 shares — an estimated $320K sold.

Norden Group first reported a position in BROS in Q2 2025 and held it in 2 quarters. The position peaked at $320K in Q2 2026. 350 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Norden Group reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Norden Group sold 4,462 Dutch Bros shares in Q3 2026, an estimated $320K.
  • Norden Group first reported a position in Dutch Bros in Q2 2025 and held it in 2 quarters.
  • Norden Group's Dutch Bros position peaked at $320K in Q2 2026.
  • 350 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.