BROS β€” DUTCH BROS INC CLASS A

Ownership history in Coston, McIsaac & Partners  Β·  6 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported DUTCH BROS INC CLASS A (BROS) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows BROS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BROS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in DUTCH BROS INC CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BROS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held BROS β€” position size vs. price
% of Fund (quarterly)    BROS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 90 β€” 0% 0.00% $4K 2025-11-05 $55.56
2025 Q2 UNCHANGED 90 β€” 0% 0.00% $6K 2025-08-12 $68.82
2025 Q1 UNCHANGED 90 β€” 0% 0.00% $5K 2025-05-13 $70.23
2024 Q4 ADDED 90 +38 +73.1% 0.00% $4K 2025-01-23 $60.91
2024 Q3 UNCHANGED 52 β€” 0% 0.00% $1K 2024-10-22 $34.75
2024 Q2 INITIATED 52 β€” β€” 0.00% $2K 2024-07-31 $38.25

🏒 Other funds also holding BROS

As of 2026 Q1 β€” sorted by position size

GP Brinson Investments LLC 3Y 0.08%

FAQ About Coston, McIsaac & Partners and BROS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning BROS?

Coston, McIsaac & Partners reported BROS across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BROS position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for BROS was 0.00% in 2025 Q2.

What is the latest reported BROS position on this page?

The most recent filing on this page is 2025 Q3, when Coston, McIsaac & Partners reported 90 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this BROS ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly BROS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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