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Baltimore-Washington Financial Advisors’s Dutch Bros BROS Stock Holding History

Baltimore-Washington Financial 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
Q1 		$274K Hold
5,400
– – 0.01% 160
2025
Q4 		$331K Hold
5,400
– – 0.01% 148
2025
Q3 		$283K Hold
5,400
– – 0.01% 150
2025
Q2 		$369K Hold
5,400
– – 0.02% 128
2025
Q1 		$333K Hold
5,400
– – 0.02% 118
2024
Q4 		$283K Buy
+5,400
New +$238K 0.01% 124
2024
Q3 		– Sell
-5,400
Closed -$224K – 149
2024
Q2 		$224K Buy
+5,400
New +$186K 0.01% 129

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

Baltimore-Washington Financial Advisors's BROS Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors held its Dutch Bros (BROS) position steady in Q1 2026 at 5,400 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #160.

Baltimore-Washington Financial Advisors first reported a position in BROS in Q2 2024 and has held it in 7 quarters since. The position peaked at $369K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 5,400 shares of Dutch Bros worth $274K as of Q1 2026.
  • Baltimore-Washington Financial Advisors left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #160 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Dutch Bros in Q2 2024 and has held it in 7 quarters since.
  • Baltimore-Washington Financial Advisors's Dutch Bros position peaked at $369K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.