Sierra Summit Advisors’s Dutch Bros BROS Stock Holding History

Sierra Summit Advisors’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 Q2	–	Sell	-8,906	Closed	-$550K	–	181
2025 Q1	$550K	Buy	+8,906	New	+$587K	0.12%	142

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

TCP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sierra Summit Advisors's BROS Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Dutch Bros (BROS) in Q2 2025, closing a stake of 8,906 shares — an estimated $550K sold.

Sierra Summit Advisors first reported a position in BROS in Q1 2025 and held it in 1 quarter. The position peaked at $550K in Q1 2025. 492 funds tracked by Wall St. Rank hold BROS as of Q2 2025.

Sierra Summit Advisors reported no remaining Dutch Bros position as of Q2 2025 after selling out during the quarter.
Sierra Summit Advisors sold 8,906 Dutch Bros shares in Q2 2025, an estimated $550K.
Sierra Summit Advisors first reported a position in Dutch Bros in Q1 2025 and held it in 1 quarter.
Sierra Summit Advisors's Dutch Bros position peaked at $550K in Q1 2025.
492 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.