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Arkadios Wealth Advisors’s Dutch Bros BROS Stock Holding History

Arkadios Wealth 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 		$296K Sell
4,120
-799
-16% -$45.8K ﹤0.01% 1408
2026
Q1 		$249K Buy
+4,919
New +$269K ﹤0.01% 1459
2021
Q4 		– Sell
-989
Closed -$42K – 732
2021
Q3 		$42K Buy
+989
New +$47K 0.01% 936

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

Arkadios Wealth Advisors's BROS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Dutch Bros (BROS) stake by 16% in Q2 2026, selling an estimated $45.8K and leaving 4,120 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Arkadios Wealth Advisors first reported a position in BROS in Q3 2021 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Arkadios Wealth Advisors held 4,120 shares of Dutch Bros worth $296K as of Q2 2026.
  • Arkadios Wealth Advisors sold 799 Dutch Bros shares in Q2 2026, an estimated $45.8K.
  • Dutch Bros made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1408 holding.
  • Arkadios Wealth Advisors first reported a position in Dutch Bros in Q3 2021 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.