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Toth Financial Advisory’s Dutch Bros BROS Stock Holding History

Toth Financial Advisory’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
-5,210
Closed -$356K – 774
2025
Q2 		$356K Buy
+5,210
New +$340K 0.04% 184
2024
Q3 		– Sell
-9,250
Closed -$383K – 719
2024
Q2 		$383K Buy
+9,250
New +$318K 0.05% 166

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Toth Financial Advisory's BROS Position: Q3 2025 in Review

Toth Financial Advisory sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 5,210 shares — an estimated $356K sold.

Toth Financial Advisory first reported a position in BROS in Q2 2024 and held it in 2 quarters. The position peaked at $383K in Q2 2024. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Toth Financial Advisory reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 5,210 Dutch Bros shares in Q3 2025, an estimated $356K.
  • Toth Financial Advisory first reported a position in Dutch Bros in Q2 2024 and held it in 2 quarters.
  • Toth Financial Advisory's Dutch Bros position peaked at $383K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.