Tidemark
BROS icon

Tidemark’s Dutch Bros BROS Stock Holding History

Tidemark’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
2026
Q3 		$116 Buy
+3
New +$162 ﹤0.01% 1043
2024
Q1 		– Sell
-32
Closed -$1.01K – 697
2023
Q4 		$1.01K Buy
+32
New +$872 ﹤0.01% 640

Other funds holding BROS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tidemark's BROS Position: Q3 2026 in Review

Tidemark opened a new position in Dutch Bros (BROS) in Q3 2026: 3 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Tidemark previously reported a position in BROS as recently as Q4 2023.

Tidemark first reported a position in BROS in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.01K in Q4 2023. 259 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Tidemark held 3 shares of Dutch Bros worth $116 as of Q3 2026.
  • Dutch Bros was a new Tidemark position in Q3 2026.
  • Dutch Bros made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #1043 holding.
  • Tidemark first reported a position in Dutch Bros in Q4 2023 and has held it in 2 quarters since.
  • Tidemark's Dutch Bros position peaked at $1.01K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.