Joule Financial »

Dutch Bros shares owned by Joule Financial

Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Joule Financial from 13F filings

Historical chart of Joule Financial investment in Dutch Bros

Tip: Access up to 7 years of quarterly data

All positions including Dutch Bros held by Joule Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dutch Bros by Joule Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $559k 11k 52.34
2025-06-30 $724k 11k 68.37

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Paysign (PAYS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)

View all positions for Joule Financial

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