Bank of Montreal’s Dutch Bros BROS Stock Holding History

Bank of Montreal’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	$1.11M	Buy	21,815 +10,377	+91%	+$567K	﹤0.01%	1993
2025 Q4	$700K	Sell	11,438 -93,893	-89%	-$5.33M	﹤0.01%	2156
2025 Q3	$5.51M	Buy	105,331 +4,212	+4%	+$266K	﹤0.01%	1246
2025 Q2	$6.91M	Buy	101,119 +94,092	+1,339%	+$6.14M	﹤0.01%	1125
2025 Q1	$434K	Buy	+7,027	New	+$463K	﹤0.01%	2279
2024 Q4	–	Sell	-15,705	Closed	-$510K	–	3551
2024 Q3	$510K	Sell	15,705 -70,484	-82%	-$2.48M	﹤0.01%	2407
2024 Q2	$3.57M	Buy	+86,189	New	+$2.96M	﹤0.01%	1406
2023 Q4	–	Sell	-32,800	Closed	-$834K	–	3992
2023 Q3	$834K	Hold	32,800	–	–	﹤0.01%	2155
2023 Q2	$938K	Buy	+32,800	New	+$973K	﹤0.01%	2225
2022 Q2	–	Sell	-3,031	Closed	-$190K	–	4105
2022 Q1	$190K	Buy	+3,031	New	+$155K	﹤0.01%	3476

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of Montreal's BROS Position: Q1 2026 in Review

Bank of Montreal increased its Dutch Bros (BROS) stake by 91% in Q1 2026, buying an estimated $567K and bringing the position to 21,815 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Bank of Montreal first reported a position in BROS in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.91M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Bank of Montreal held 21,815 shares of Dutch Bros worth $1.11M as of Q1 2026.
Bank of Montreal bought 10,377 Dutch Bros shares in Q1 2026, an estimated $567K.
Dutch Bros made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1993 holding.
Bank of Montreal first reported a position in Dutch Bros in Q1 2022 and has held it in 10 quarters since.
Bank of Montreal's Dutch Bros position peaked at $6.91M in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.