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Stephens Consulting’s Dutch Bros BROS Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-30
Closed -$1.57K – 487
2025
Q3 		$1.57K Hold
30
– – ﹤0.01% 339
2025
Q2 		$2.05K Hold
30
– – ﹤0.01% 504
2025
Q1 		$1.85K Hold
30
– – ﹤0.01% 459
2024
Q4 		$1.57K Hold
30
– – ﹤0.01% 469
2024
Q3 		$961 Hold
30
– – ﹤0.01% 476
2024
Q2 		$1.24K Hold
30
– – ﹤0.01% 571
2024
Q1 		$990 Buy
+30
New +$885 ﹤0.01% 446

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Stephens Consulting's BROS Position: Q4 2025 in Review

Stephens Consulting sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 30 shares — an estimated $1.57K sold.

Stephens Consulting first reported a position in BROS in Q1 2024 and held it in 7 quarters. The position peaked at $2.05K in Q2 2025. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Stephens Consulting reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Dutch Bros shares in Q4 2025, an estimated $1.57K.
  • Stephens Consulting first reported a position in Dutch Bros in Q1 2024 and held it in 7 quarters.
  • Stephens Consulting's Dutch Bros position peaked at $2.05K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.