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Dutch Bros shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dutch Bros by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 1.6k 52.34
2025-06-30 $109k 1.6k 68.37
2025-03-31 $99k 1.6k 61.74
2024-12-31 $73k 1.4k 52.38

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
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Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
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Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Dutch Bros

Vanguard Group
FMR
BlackRock
Citadel Advisors
Baillie Gifford & Co
Goodman & Company, Investment Counsel
Marshall Wace
Investec Asset Management
Invesco
UBS Group
TSG Consumer Partners
Geode Capital Management
Millennium Management
T. Rowe Price Investment Management
State Street Corporation

View all funds holding Dutch Bros