1832 Asset Management’s Dutch Bros BROS Stock Holding History

1832 Asset Management’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 Q1	$52.2M	Sell	1,030,300 -706,600	-41%	-$38.6M	0.05%	224
2025 Q4	$106M	Sell	1,736,900 -1,105,300	-39%	-$62.8M	0.08%	158
2025 Q3	$149M	Sell	2,842,200 -265,100	-9%	-$16.8M	0.12%	98
2025 Q2	$212M	Sell	3,107,300 -312,900	-9%	-$20.4M	0.17%	68
2025 Q1	$211M	Buy	3,420,200 +788,100	+30%	+$51.9M	0.19%	76
2024 Q4	$138M	Buy	2,632,100 +2,549,100	+3,071%	+$112M	0.12%	104
2024 Q3	$2.66M	Sell	83,000 -21,800	-21%	-$768K	﹤0.01%	480
2024 Q2	$4.34M	Buy	+104,800	New	+$3.6M	﹤0.01%	399
2022 Q4	–	Sell	-74,300	Closed	-$2.31M	–	899
2022 Q3	$2.31M	Buy	+74,300	New	+$2.8M	﹤0.01%	493

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

1832 Asset Management's BROS Position: Q1 2026 in Review

1832 Asset Management reduced its Dutch Bros (BROS) stake by 41% in Q1 2026, selling an estimated $38.6M and leaving 1,030,300 shares worth $52.2M. The position accounts for 0.05% of the portfolio, ranked #224.

1832 Asset Management first reported a position in BROS in Q3 2022 and has held it in 9 quarters since. The position peaked at $212M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

1832 Asset Management held 1,030,300 shares of Dutch Bros worth $52.2M as of Q1 2026.
1832 Asset Management sold 706,600 Dutch Bros shares in Q1 2026, an estimated $38.6M.
Dutch Bros made up 0.05% of 1832 Asset Management's portfolio in Q1 2026, its #224 holding.
1832 Asset Management first reported a position in Dutch Bros in Q3 2022 and has held it in 9 quarters since.
1832 Asset Management's Dutch Bros position peaked at $212M in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.