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Baldwin Investment Management’s Dutch Bros BROS Stock Holding History

Baldwin 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 		$934K Buy
18,435
+900
+5% +$49.2K 0.11% 112
2025
Q4 		$1.07M Buy
17,535
+10,715
+157% +$609K 0.12% 101
2025
Q3 		$357K Buy
+6,820
New +$431K 0.04% 173

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

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

Baldwin Investment Management increased its Dutch Bros (BROS) stake by 5.1% in Q1 2026, buying an estimated $49.2K and bringing the position to 18,435 shares worth $934K. The position accounts for 0.11% of the portfolio, ranked #112.

Baldwin Investment Management first reported a position in BROS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Baldwin Investment Management held 18,435 shares of Dutch Bros worth $934K as of Q1 2026.
  • Baldwin Investment Management bought 900 Dutch Bros shares in Q1 2026, an estimated $49.2K.
  • Dutch Bros made up 0.11% of Baldwin Investment Management's portfolio in Q1 2026, its #112 holding.
  • Baldwin Investment Management first reported a position in Dutch Bros in Q3 2025 and has held it in 3 quarters since.
  • Baldwin Investment Management's Dutch Bros position peaked at $1.07M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.