R Squared’s Dutch Bros BROS Stock Holding History

R Squared’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	-470	Closed	-$24.6K	–	475
2024 Q4	$24.6K	Buy	+470	New	+$20.7K	0.02%	785

Other funds holding BROS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

R Squared's BROS Position: Q1 2025 in Review

R Squared sold out of Dutch Bros (BROS) in Q1 2025, closing a stake of 470 shares — an estimated $24.6K sold.

R Squared first reported a position in BROS in Q4 2024 and held it in 1 quarter. The position peaked at $24.6K in Q4 2024. 466 funds tracked by Wall St. Rank hold BROS as of Q1 2025.

R Squared reported no remaining Dutch Bros position as of Q1 2025 after selling out during the quarter.
R Squared sold 470 Dutch Bros shares in Q1 2025, an estimated $24.6K.
R Squared first reported a position in Dutch Bros in Q4 2024 and held it in 1 quarter.
R Squared's Dutch Bros position peaked at $24.6K in Q4 2024.
466 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.