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Wood Tarver Financial Group’s Dutch Bros BROS Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-84
Closed -$5K – 220
2025
Q2 		$5K Hold
84
– – ﹤0.01% 461
2025
Q1 		$5.19K Hold
84
– – ﹤0.01% 462
2024
Q4 		$4K Buy
+84
New +$3.71K ﹤0.01% 458

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

Wood Tarver Financial Group's BROS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 84 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in BROS in Q4 2024 and held it in 3 quarters. The position peaked at $5.19K in Q1 2025. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 84 Dutch Bros shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in Dutch Bros in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Dutch Bros position peaked at $5.19K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.