Baillie Gifford & Co
BROS icon

Baillie Gifford & Co’s Dutch Bros BROS Stock Holding History

Baillie Gifford & Co’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 		$197M Sell
2,738,885
-255,326
-9% -$14.6M 0.18% 101
2026
Q1 		$152M Sell
2,994,211
-236,465
-7% -$12.9M 0.16% 107
2025
Q4 		$198M Sell
3,230,676
-266,391
-8% -$15.1M 0.16% 104
2025
Q3 		$183M Sell
3,497,067
-124,589
-3% -$7.88M 0.14% 101
2025
Q2 		$248M Sell
3,621,656
-179,028
-5% -$11.7M 0.18% 85
2025
Q1 		$235M Sell
3,800,684
-2,336,417
-38% -$154M 0.2% 83
2024
Q4 		$321M Sell
6,137,101
-870,735
-12% -$38.4M 0.25% 71
2024
Q3 		$224M Buy
+7,007,836
New +$247M 0.17% 94

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baillie Gifford & Co's BROS Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Dutch Bros (BROS) stake by 8.5% in Q2 2026, selling an estimated $14.6M and leaving 2,738,885 shares worth $197M. The position accounts for 0.18% of the portfolio, ranked #101.

Baillie Gifford & Co first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. The position peaked at $321M in Q4 2024. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Baillie Gifford & Co held 2,738,885 shares of Dutch Bros worth $197M as of Q2 2026.
  • Baillie Gifford & Co sold 255,326 Dutch Bros shares in Q2 2026, an estimated $14.6M.
  • Dutch Bros made up 0.18% of Baillie Gifford & Co's portfolio in Q2 2026, its #101 holding.
  • Baillie Gifford & Co first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • Baillie Gifford & Co's Dutch Bros position peaked at $321M in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.