Baird Financial Group
BROS icon

Baird Financial Group’s Dutch Bros BROS Stock Holding History

Baird Financial Group’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 		$37.7M Buy
524,569
+35,925
+7% +$2.06M 0.05% 236
2026
Q1 		$24.8M Sell
488,644
-46,757
-9% -$2.56M 0.04% 315
2025
Q4 		$32.8M Sell
535,401
-232,174
-30% -$13.2M 0.05% 248
2025
Q3 		$40.2M Buy
767,575
+44,475
+6% +$2.81M 0.06% 214
2025
Q2 		$49.4M Sell
723,100
-24,412
-3% -$1.59M 0.09% 194
2025
Q1 		$46.2M Sell
747,512
-450,557
-38% -$29.7M 0.09% 192
2024
Q4 		$62.8M Buy
1,198,069
+27,214
+2% +$1.2M 0.12% 149
2024
Q3 		$37.5M Sell
1,170,855
-51,829
-4% -$1.83M 0.07% 239
2024
Q2 		$50.6M Buy
1,222,684
+1,079,134
+752% +$37.1M 0.11% 195
2024
Q1 		$4.74M Buy
143,550
+103,925
+262% +$3.07M 0.01% 674
2023
Q4 		$1.25M Buy
39,625
+12,544
+46% +$342K ﹤0.01% 1061
2023
Q3 		$630K Buy
27,081
+7,850
+41% +$224K ﹤0.01% 1256
2023
Q2 		$547K Buy
19,231
+3,790
+25% +$112K ﹤0.01% 1311
2023
Q1 		$488K Buy
15,441
+530
+4% +$17.9K ﹤0.01% 1327
2022
Q4 		$420K Sell
14,911
-2,751
-16% -$91K ﹤0.01% 1355
2022
Q3 		$550K Buy
17,662
+688
+4% +$25.9K ﹤0.01% 1252
2022
Q2 		$537K Buy
16,974
+2,497
+17% +$102K ﹤0.01% 1319
2022
Q1 		$800K Sell
14,477
-4,063
-22% -$207K ﹤0.01% 1243
2021
Q4 		$944K Buy
18,540
+11,302
+156% +$627K ﹤0.01% 1219
2021
Q3 		$314K Buy
+7,238
New +$344K ﹤0.01% 1653

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

Baird Financial Group's BROS Position: Q2 2026 in Review

Baird Financial Group increased its Dutch Bros (BROS) stake by 7.4% in Q2 2026, buying an estimated $2.06M and bringing the position to 524,569 shares worth $37.7M. The position accounts for 0.05% of the portfolio, ranked #236.

Baird Financial Group first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. The position peaked at $62.8M in Q4 2024. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Baird Financial Group held 524,569 shares of Dutch Bros worth $37.7M as of Q2 2026.
  • Baird Financial Group bought 35,925 Dutch Bros shares in Q2 2026, an estimated $2.06M.
  • Dutch Bros made up 0.05% of Baird Financial Group's portfolio in Q2 2026, its #236 holding.
  • Baird Financial Group first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • Baird Financial Group's Dutch Bros position peaked at $62.8M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.