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

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

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.