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Oak Ridge Investments’s Dutch Bros BROS Stock Holding History

Oak Ridge 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 		$411K Sell
5,722
-453
-7% -$26K 0.02% 156
2026
Q1 		$313K Sell
6,175
-3
-0% -$164 0.02% 159
2025
Q4 		$378K Sell
6,178
-369
-6% -$21K 0.02% 155
2025
Q3 		$343K Buy
6,547
+14
+0.2% +$885 0.02% 162
2025
Q2 		$447K Buy
+6,533
New +$426K 0.03% 150

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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oak Ridge Investments's BROS Position: Q2 2026 in Review

Oak Ridge Investments reduced its Dutch Bros (BROS) stake by 7.3% in Q2 2026, selling an estimated $26K and leaving 5,722 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #156.

Oak Ridge Investments first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. The position peaked at $447K in Q2 2025. 82 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Oak Ridge Investments held 5,722 shares of Dutch Bros worth $411K as of Q2 2026.
  • Oak Ridge Investments sold 453 Dutch Bros shares in Q2 2026, an estimated $26K.
  • Dutch Bros made up 0.02% of Oak Ridge Investments's portfolio in Q2 2026, its #156 holding.
  • Oak Ridge Investments first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • Oak Ridge Investments's Dutch Bros position peaked at $447K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.