DILLON & ASSOCIATES INC BROS β€” Dutch Bros Inc

Ownership history in DILLON & ASSOCIATES INC  Β·  1 quarter on record

AI Ownership Summary

DILLON & ASSOCIATES INC reported Dutch Bros Inc (BROS) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.54% in 2026 Q2. The latest visible filing shows BROS at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BROS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DILLON & ASSOCIATES INC's position in Dutch Bros Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BROS was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DILLON & ASSOCIATES INC held BROS β€” position size vs. price
% of Fund (quarterly)    BROS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 61,521 β€” β€” 0.54% $4K 2026-08-05 $65.67

FAQ About DILLON & ASSOCIATES INC and BROS

These are the practical questions this page is built to answer before you even open the full history table.

How long has DILLON & ASSOCIATES INC reported owning BROS?

DILLON & ASSOCIATES INC reported BROS across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BROS position in DILLON & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for BROS was 0.54% in 2026 Q2.

What is the latest reported BROS position on this page?

The most recent filing on this page is 2026 Q2, when DILLON & ASSOCIATES INC reported 61,521 shares, equal to 0.54% of portfolio, with an estimated market value of $4K.

What does the chart on this BROS ownership page compare?

The chart compares DILLON & ASSOCIATES INC's quarterly BROS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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