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1620 Investment Advisors’s Dutch Bros BROS Stock Holding History

1620 Investment Advisors’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.1K Sell
503
-84
-14% -$4.82K 0.02% 354
2026
Q1 		$29.7K Buy
587
+217
+59% +$11.9K 0.02% 355
2025
Q4 		$22.7K Buy
370
+24
+7% +$1.36K 0.02% 383
2025
Q3 		$18.1K Buy
346
+343
+11,433% +$21.7K 0.01% 401
2025
Q2 		$205 Hold
3
– – ﹤0.01% 661
2025
Q1 		$185 Hold
3
– – ﹤0.01% 665
2024
Q4 		$157 Buy
+3
New +$132 ﹤0.01% 685

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1620 Investment Advisors's BROS Position: Q2 2026 in Review

1620 Investment Advisors reduced its Dutch Bros (BROS) stake by 14% in Q2 2026, selling an estimated $4.82K and leaving 503 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #354.

1620 Investment Advisors first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • 1620 Investment Advisors held 503 shares of Dutch Bros worth $36.1K as of Q2 2026.
  • 1620 Investment Advisors sold 84 Dutch Bros shares in Q2 2026, an estimated $4.82K.
  • Dutch Bros made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #354 holding.
  • 1620 Investment Advisors first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 555 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.