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 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

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wasatch Advisors's BROS Position: Q2 2026 in Review

Wasatch Advisors increased its Dutch Bros (BROS) stake by 18% in Q2 2026, buying an estimated $9.01M and bringing the position to 1,038,903 shares worth $74.6M. The position accounts for 0.49% of the portfolio, ranked #65.

Wasatch Advisors first reported a position in BROS in Q1 2024 and has held it in 10 quarters since. The position peaked at $170M in Q4 2024. 59 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Wasatch Advisors held 1,038,903 shares of Dutch Bros worth $74.6M as of Q2 2026.
Wasatch Advisors bought 157,098 Dutch Bros shares in Q2 2026, an estimated $9.01M.
Dutch Bros made up 0.49% of Wasatch Advisors's portfolio in Q2 2026, its #65 holding.
Wasatch Advisors first reported a position in Dutch Bros in Q1 2024 and has held it in 10 quarters since.
Wasatch Advisors's Dutch Bros position peaked at $170M in Q4 2024.
59 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.