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U.S. Capital Wealth Advisors’s Dutch Bros BROS Stock Holding History

U.S. Capital Wealth Advisors’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
-3,404
Closed -$233K – 943
2025
Q2 		$233K Buy
+3,404
New +$222K 0.01% 793
2025
Q1 		– Sell
-8,400
Closed -$440K – 843
2024
Q4 		$440K Sell
8,400
-2,700
-24% -$119K 0.01% 593
2024
Q3 		$356K Hold
11,100
– – 0.01% 551
2024
Q2 		$460K Buy
11,100
+1,800
+19% +$61.8K 0.02% 474
2024
Q1 		$307K Buy
+9,300
New +$274K 0.01% 565
2023
Q4 		– Sell
-19,250
Closed -$448K – 665
2023
Q3 		$448K Buy
19,250
+9,750
+103% +$278K 0.02% 449
2023
Q2 		$270K Buy
9,500
+200
+2% +$5.93K 0.01% 559
2023
Q1 		$294K Sell
9,300
-200
-2% -$6.77K 0.01% 542
2022
Q4 		$268K Sell
9,500
-4,250
-31% -$141K 0.01% 555
2022
Q3 		$428K Buy
13,750
+1,500
+12% +$56.5K 0.02% 468
2022
Q2 		$388K Buy
12,250
+2,350
+24% +$96.3K 0.02% 514
2022
Q1 		$547K Buy
9,900
+2,550
+35% +$130K 0.02% 497
2021
Q4 		$374K Buy
+7,350
New +$408K 0.01% 566

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's BROS Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 3,404 shares — an estimated $233K sold.

U.S. Capital Wealth Advisors first reported a position in BROS in Q4 2021 and held it in 13 quarters. The position peaked at $547K in Q1 2022. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • U.S. Capital Wealth Advisors reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,404 Dutch Bros shares in Q3 2025, an estimated $233K.
  • U.S. Capital Wealth Advisors first reported a position in Dutch Bros in Q4 2021 and held it in 13 quarters.
  • U.S. Capital Wealth Advisors's Dutch Bros position peaked at $547K in Q1 2022.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.