Valeo Financial Advisors’s Dutch Bros BROS Stock Holding History

Valeo Financial 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
2026 Q2	$353K	Buy	4,921 +88	+2%	+$5.05K	0.01%	561
2026 Q1	$245K	Sell	4,833 -245	-5%	-$13.4K	0.01%	624
2025 Q4	$311K	Buy	5,078 +436	+9%	+$24.8K	0.01%	608
2025 Q3	$243K	Sell	4,642 -4	-0.1%	-$253	0.01%	680
2025 Q2	$318K	Buy	4,646 +22	+0.5%	+$1.44K	0.01%	561
2025 Q1	$285K	Buy	4,624 +17	+0.4%	+$1.12K	0.01%	543
2024 Q4	$241K	Buy	+4,607	New	+$203K	0.01%	611

Other funds holding BROS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Valeo Financial Advisors's BROS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dutch Bros (BROS) stake by 1.8% in Q2 2026, buying an estimated $5.05K and bringing the position to 4,921 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #561.

Valeo Financial Advisors first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Valeo Financial Advisors held 4,921 shares of Dutch Bros worth $353K as of Q2 2026.
Valeo Financial Advisors bought 88 Dutch Bros shares in Q2 2026, an estimated $5.05K.
Dutch Bros made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #561 holding.
Valeo Financial Advisors first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.