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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
Q2 		$784K Sell
10,920
-7,515
-41% -$431K 0.08% 131
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

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

Baldwin Investment Management's BROS Position: Q2 2026 in Review

Baldwin Investment Management reduced its Dutch Bros (BROS) stake by 41% in Q2 2026, selling an estimated $431K and leaving 10,920 shares worth $784K. The position accounts for 0.08% of the portfolio, ranked #131.

Baldwin Investment Management first reported a position in BROS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Baldwin Investment Management held 10,920 shares of Dutch Bros worth $784K as of Q2 2026.
  • Baldwin Investment Management sold 7,515 Dutch Bros shares in Q2 2026, an estimated $431K.
  • Dutch Bros made up 0.08% of Baldwin Investment Management's portfolio in Q2 2026, its #131 holding.
  • Baldwin Investment Management first reported a position in Dutch Bros in Q3 2025 and has held it in 4 quarters since.
  • Baldwin Investment Management's Dutch Bros position peaked at $1.07M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.