AIM
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Arcadia Investment Management’s Dutch Bros BROS Stock Holding History

Arcadia Investment 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 		$57.8K Hold
1,141
– – 0.01% 170
2025
Q4 		$69.9K Hold
1,141
– – 0.01% 171
2025
Q3 		$59.7K Hold
1,141
– – 0.01% 178
2025
Q2 		$78K Hold
1,141
– – 0.01% 168
2025
Q1 		$70.4K Hold
1,141
– – 0.01% 180
2024
Q4 		$59.8K Buy
+1,141
New +$50.3K 0.01% 209
2024
Q3 		– Sell
-659
Closed -$27.3K – 263
2024
Q2 		$27.3K Buy
+659
New +$22.6K ﹤0.01% 229

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Arcadia Investment Management's BROS Position: Q1 2026 in Review

Arcadia Investment Management held its Dutch Bros (BROS) position steady in Q1 2026 at 1,141 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #170.

Arcadia Investment Management first reported a position in BROS in Q2 2024 and has held it in 7 quarters since. The position peaked at $78K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Arcadia Investment Management held 1,141 shares of Dutch Bros worth $57.8K as of Q1 2026.
  • Arcadia Investment Management left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #170 holding.
  • Arcadia Investment Management first reported a position in Dutch Bros in Q2 2024 and has held it in 7 quarters since.
  • Arcadia Investment Management's Dutch Bros position peaked at $78K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.