BROS — DUTCH BROS

Ownership history in Integrated Wealth Concepts LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in DUTCH BROS (BROS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,725 +1,365 +25.5% 0.00% $352K $52.34
2025 Q2 ADDED 5,360 +211 +4.1% 0.00% $366K $68.37
2025 Q1 INITIATED 5,149 — — 0.00% $318K $61.74
% of Fund (quarterly)    BROS price (monthly, adj. close)

Other funds also holding BROS

As of 2025 Q4 — sorted by position size

TSG Consumer Partners LP 3Y 100.0% JOHO CAPITAL LLC 3Y 7Y 18.53% Crestwood Capital Management, L.P. 3Y 7Y 11.06% Savoir Faire Capital Management, L.P. 3.39% Revere Asset Management, Inc 3.27% Watershed Asset Management, L.L.C. 3Y 7Y 3.27% DEEPWATER ASSET MANAGEMENT, LLC 3Y 3.19% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 3.19% Aperture Investors, LLC 3Y 3.04% Shellback Capital, LP 3Y 7Y 2.1%
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