ORG Partners’s Dutch Bros BROS Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-750	Closed	-$39.3K	–	1424
2024 Q4	$39.3K	Hold	750	–	–	0.01%	610
2024 Q3	$24K	Buy	750 +350	+88%	+$12.3K	﹤0.01%	642
2024 Q2	$16.7K	Buy	+400	New	+$13.7K	﹤0.01%	1134

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ORG Partners's BROS Position: Q1 2025 in Review

ORG Partners sold out of Dutch Bros (BROS) in Q1 2025, closing a stake of 750 shares — an estimated $39.3K sold.

ORG Partners first reported a position in BROS in Q2 2024 and held it in 3 quarters. The position peaked at $39.3K in Q4 2024. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

ORG Partners reported no remaining Dutch Bros position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 750 Dutch Bros shares in Q1 2025, an estimated $39.3K.
ORG Partners first reported a position in Dutch Bros in Q2 2024 and held it in 3 quarters.
ORG Partners's Dutch Bros position peaked at $39.3K in Q4 2024.
466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.