BROS DUTCH BROS INC

Ownership history in Oak Thistle LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in DUTCH BROS INC (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.

Peak position
0.31% (2025 Q2)
Avg. % of fund
0.14%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,380 -26,448 -85.8% 0.03% $229K $52.34
2025 Q2 ADDED 30,828 +22,161 +255.7% 0.31% $2.1M $68.37
2025 Q1 ADDED 8,667 +2,729 +46.0% 0.11% $535K $61.74
2024 Q4 REDUCED 5,938 -8,461 -58.8% 0.09% $311K $52.38
2024 Q3 INITIATED 14,399 0.15% $461K $32.03
% of Fund (quarterly)    BROS price (monthly, adj. close)
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