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Moran Wealth Management, LLC → BROS

Moran Wealth Management, LLC BROS Position History

Dutch Bros Inc. • Consumer Cyclical

Quarters held
6
Latest value
$3.8M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.3M
Q1 2026$2.7M
Q2 2026$6.8M
Q2 2026$12K
Q3 2026$39
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M98.2K——
Q3 2026$391——
Q2 2026$12K174——
Q2 2026$6.8M94.7K——
Q1 2026$2.7M52.9K——
Q4 2025$3.3M54.4K——

Other funds holding BROS

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$56.2M