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AdvisorShares Investments’s Dutch Bros BROS Stock Holding History

AdvisorShares Investments’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 		– Sell
-1,202
Closed -$60.9K – 274
2026
Q1 		$60.9K Sell
1,202
-1,962
-62% -$107K 0.01% 265
2025
Q4 		$194K Buy
3,164
+212
+7% +$12K 0.03% 228
2025
Q3 		$155K Buy
2,952
+800
+37% +$50.6K 0.03% 233
2025
Q2 		$147K Hold
2,152
– – 0.03% 233
2025
Q1 		$132K Sell
2,152
-2,500
-54% -$165K 0.03% 238
2024
Q4 		$244K Buy
4,652
+594
+15% +$26.2K 0.05% 215
2024
Q3 		$130K Sell
4,058
-152
-4% -$5.36K 0.02% 244
2024
Q2 		$176K Hold
4,210
– – 0.03% 230
2024
Q1 		$139K Sell
4,210
-390
-8% -$11.5K 0.02% 249
2023
Q4 		$146K Buy
+4,600
New +$125K 0.03% 242
2023
Q3 		– Sell
-1,883
Closed -$53.6K – 247
2023
Q2 		$53.6K Sell
1,883
-1,879
-50% -$55.7K 0.02% 244
2023
Q1 		$119K Buy
3,762
+500
+15% +$16.9K 0.04% 215
2022
Q4 		$92K Sell
3,262
-786
-19% -$26K 0.03% 250
2022
Q3 		$126K Sell
4,048
-5,000
-55% -$188K 0.03% 248
2022
Q2 		$286K Buy
9,048
+4,248
+89% +$174K 0.08% 120
2022
Q1 		$265K Buy
+4,800
New +$245K 0.04% 151

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 $3.38T AUM 44.17% 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

AdvisorShares Investments's BROS Position: Q2 2026 in Review

AdvisorShares Investments sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 1,202 shares — an estimated $60.9K sold.

AdvisorShares Investments first reported a position in BROS in Q1 2022 and held it in 16 quarters. The position peaked at $286K in Q2 2022. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • AdvisorShares Investments reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 1,202 Dutch Bros shares in Q2 2026, an estimated $60.9K.
  • AdvisorShares Investments first reported a position in Dutch Bros in Q1 2022 and held it in 16 quarters.
  • AdvisorShares Investments's Dutch Bros position peaked at $286K in Q2 2022.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.