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Wedmont Private Capital’s Dutch Bros BROS Stock Holding History

Wedmont Private Capital’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 		$385K Buy
9,690
+4,278
+79% +$230K 0.01% 680
2026
Q2 		$366K Buy
5,412
+1,367
+34% +$78.4K 0.01% 664
2026
Q1 		$224K Buy
4,045
+650
+19% +$35.5K 0.01% 769
2025
Q4 		$215K Buy
+3,395
New +$193K 0.01% 766
2025
Q3 		– Sell
-5,473
Closed -$363K – 792
2025
Q2 		$363K Buy
5,473
+158
+3% +$10.3K 0.02% 517
2025
Q1 		$306K Buy
+5,315
New +$350K 0.02% 515

Other funds holding BROS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's BROS Position: Q3 2026 in Review

Wedmont Private Capital increased its Dutch Bros (BROS) stake by 79% in Q3 2026, buying an estimated $230K and bringing the position to 9,690 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #680.

Wedmont Private Capital first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Wedmont Private Capital held 9,690 shares of Dutch Bros worth $385K as of Q3 2026.
  • Wedmont Private Capital bought 4,278 Dutch Bros shares in Q3 2026, an estimated $230K.
  • Dutch Bros made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #680 holding.
  • Wedmont Private Capital first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.