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Watts Gwilliam & Co’s Dutch Bros BROS Stock Holding History

Watts Gwilliam & Co’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 		$276K Hold
5,281
– – 0.04% 184
2025
Q2 		$307K Hold
5,281
– – 0.05% 169
2025
Q1 		$326K Hold
5,281
– – 0.07% 154
2024
Q4 		$304K Buy
+5,281
New +$233K 0.06% 163
2024
Q1 		$221K Buy
+6,134
New +$181K 0.07% 160

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

Watts Gwilliam & Co's BROS Position: Q3 2025 in Review

Watts Gwilliam & Co held its Dutch Bros (BROS) position steady in Q3 2025 at 5,281 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #184.

Watts Gwilliam & Co first reported a position in BROS in Q1 2024 and has held it in 5 quarters since. The position peaked at $326K in Q1 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Watts Gwilliam & Co held 5,281 shares of Dutch Bros worth $276K as of Q3 2025.
  • Watts Gwilliam & Co left its Dutch Bros share count unchanged in Q3 2025.
  • Dutch Bros made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #184 holding.
  • Watts Gwilliam & Co first reported a position in Dutch Bros in Q1 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Dutch Bros position peaked at $326K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.