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Concurrent Investment Advisors, LLC → BROS
Concurrent Investment Advisors, LLC BROS Position History
Dutch Bros Inc. • Consumer Cyclical
Quarters held
9
Latest value
$4K
Q3 2026
Peak value
$13.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9M |
| Q4 2025 | $5K |
| Q4 2025 | $10.6M |
| Q1 2026 | $28K |
| Q1 2026 | $9.8M |
| Q2 2026 | $13.1M |
| Q2 2026 | $36K |
| Q3 2026 | $7.1M |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 104 | — | — |
| Q3 2026 | $7.1M | 183.2K | — | — |
| Q2 2026 | $36K | 508 | — | — |
| Q2 2026 | $13.1M | 182.8K | — | — |
| Q1 2026 | $9.8M | 194.1K | — | — |
| Q1 2026 | $28K | 556 | — | — |
| Q4 2025 | $10.6M | 173.4K | — | — |
| Q4 2025 | $5K | 84 | — | — |
| Q3 2025 | $9M | 171.4K | — | — |
Other funds holding BROS
$760.5M
$619.3M
$600.9M
$539.6M
$323.4M
$289.1M
$276.6M
$276.6M