Wasatch Advisors’s Dutch Bros BROS Stock Holding History

Wasatch 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 Q3	$90M	Buy	2,333,987 +1,295,084	+125%	+$69.7M	0.67%	61
2026 Q2	$74.6M	Buy	1,038,903 +157,098	+18%	+$9.01M	0.49%	65
2026 Q1	$44.7M	Buy	881,805 +56,891	+7%	+$3.11M	0.3%	81
2025 Q4	$50.5M	Buy	824,914 +286,911	+53%	+$16.3M	0.3%	89
2025 Q3	$28.2M	Buy	538,003 +90,118	+20%	+$5.7M	0.15%	118
2025 Q2	$30.6M	Sell	447,885 -3,992	-0.9%	-$260K	0.16%	109
2025 Q1	$27.9M	Sell	451,877 -2,788,168	-86%	-$184M	0.16%	112
2024 Q4	$170M	Sell	3,240,045 -888,236	-22%	-$39.2M	0.84%	44
2024 Q3	$132M	Buy	4,128,281 +2,885,306	+232%	+$102M	0.65%	55
2024 Q2	$51.5M	Sell	1,242,975 -29,391	-2%	-$1.01M	0.28%	84
2024 Q1	$42M	Buy	+1,272,366	New	+$37.5M	0.22%	102

Other funds holding BROS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Wasatch Advisors's BROS Position: Q3 2026 in Review

Wasatch Advisors increased its Dutch Bros (BROS) stake by 125% in Q3 2026, buying an estimated $69.7M and bringing the position to 2,333,987 shares worth $90M. The position accounts for 0.67% of the portfolio, ranked #61.

Wasatch Advisors first reported a position in BROS in Q1 2024 and has held it in 11 quarters since. The position peaked at $170M in Q4 2024. 57 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

Wasatch Advisors held 2,333,987 shares of Dutch Bros worth $90M as of Q3 2026.
Wasatch Advisors bought 1,295,084 Dutch Bros shares in Q3 2026, an estimated $69.7M.
Dutch Bros made up 0.67% of Wasatch Advisors's portfolio in Q3 2026, its #61 holding.
Wasatch Advisors first reported a position in Dutch Bros in Q1 2024 and has held it in 11 quarters since.
Wasatch Advisors's Dutch Bros position peaked at $170M in Q4 2024.
57 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.