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Tortoise Investment Management’s Dutch Bros BROS Stock Holding History

Tortoise Investment Management’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
-2
Closed -$105 – 395
2025
Q3 		$105 Buy
+2
New +$126 ﹤0.01% 1378
2024
Q3 		– Sell
-200
Closed -$8.28K – 890
2024
Q2 		$8.28K Buy
+200
New +$6.87K ﹤0.01% 656
2022
Q4 		– Sell
-100
Closed -$3K – 775
2022
Q3 		$3K Hold
100
– – ﹤0.01% 640
2022
Q2 		$3K Buy
+100
New +$4.1K ﹤0.01% 638

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Tortoise Investment Management's BROS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dutch Bros (BROS) in Q4 2025, closing a stake of 2 shares — an estimated $105 sold.

Tortoise Investment Management first reported a position in BROS in Q2 2022 and held it in 4 quarters. The position peaked at $8.28K in Q2 2024. 512 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Dutch Bros position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Dutch Bros shares in Q4 2025, an estimated $105.
  • Tortoise Investment Management first reported a position in Dutch Bros in Q2 2022 and held it in 4 quarters.
  • Tortoise Investment Management's Dutch Bros position peaked at $8.28K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.