Baltimore-Washington Financial Advisors, Inc.
Position in BROS — Dutch Bros Inc.
CIK 1555486
Columbia, MD
Position in BROS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$387,774
+$114,210 QoQ
Shares Held
5,400
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#327
of 549 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Baltimore-Washington Financial Advisors, Inc. holds $1,052,000 across 3 Restaurants names. BROS ranks #2 (36.9% of the industry book) .
All Filings in BROS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,774 | 5,400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $273,564 | 5,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $330,588 | 5,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $282,636 | 5,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $369,198 | 5,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $333,396 | 5,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $282,852 | 5,400 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $223,560 | 5,400 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||