Summit X LLC’s Dutch Bros BROS Stock Holding History

Summit X LLC’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	-7,871	Closed	-$538K	–	31
2025 Q2	$538K	Sell	7,871 -496	-6%	-$32.4K	0.1%	136
2025 Q1	$517K	Buy	+8,367	New	+$551K	0.11%	124

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit X LLC's BROS Position: Q3 2025 in Review

Summit X LLC sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 7,871 shares — an estimated $538K sold.

Summit X LLC first reported a position in BROS in Q1 2025 and held it in 2 quarters. The position peaked at $538K in Q2 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

Summit X LLC reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 7,871 Dutch Bros shares in Q3 2025, an estimated $538K.
Summit X LLC first reported a position in Dutch Bros in Q1 2025 and held it in 2 quarters.
Summit X LLC's Dutch Bros position peaked at $538K in Q2 2025.
450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.