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 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

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

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Wedmont Private Capital's BROS Position: Q2 2026 in Review

Wedmont Private Capital increased its Dutch Bros (BROS) stake by 34% in Q2 2026, buying an estimated $78.4K and bringing the position to 5,412 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #664.

Wedmont Private Capital first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Wedmont Private Capital held 5,412 shares of Dutch Bros worth $366K as of Q2 2026.
Wedmont Private Capital bought 1,367 Dutch Bros shares in Q2 2026, an estimated $78.4K.
Dutch Bros made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #664 holding.
Wedmont Private Capital first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.