Polen Capital Management
BROS icon

Polen Capital Management’s Dutch Bros BROS Stock Holding History

Polen Capital 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
2025
Q3 		– Sell
-14,663
Closed -$1M – 242
2025
Q2 		$1M Sell
14,663
-53,461
-78% -$3.49M ﹤0.01% 144
2025
Q1 		$4.21M Sell
68,124
-36,899
-35% -$2.43M 0.01% 65
2024
Q4 		$5.5M Buy
105,023
+60,782
+137% +$2.68M 0.01% 65
2024
Q3 		$1.42M Buy
+44,241
New +$1.56M ﹤0.01% 94

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Polen Capital Management's BROS Position: Q3 2025 in Review

Polen Capital Management sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 14,663 shares — an estimated $1M sold.

Polen Capital Management first reported a position in BROS in Q3 2024 and held it in 4 quarters. The position peaked at $5.5M in Q4 2024. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Polen Capital Management reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Polen Capital Management sold 14,663 Dutch Bros shares in Q3 2025, an estimated $1M.
  • Polen Capital Management first reported a position in Dutch Bros in Q3 2024 and held it in 4 quarters.
  • Polen Capital Management's Dutch Bros position peaked at $5.5M in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Polen Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.