Barclays
BROS icon

Barclays’s Dutch Bros BROS Stock Holding History

Barclays’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
2025
Q2 		– Sell
-4,800
Closed -$296K – 5275
2025
Q1 		$296K Buy
+4,800
New +$316K ﹤0.01% 3834

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Barclays's BROS Position: Q3 2026 in Review

Barclays increased its Dutch Bros (BROS) stake by 1,019% in Q3 2026, buying an estimated $11.9M and bringing the position to 243,068 shares worth $9.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Barclays first reported a position in BROS in Q1 2022 and has held it in 19 quarters since. The position peaked at $22.5M in Q4 2024. 343 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Barclays held 243,068 shares of Dutch Bros worth $9.37M as of Q3 2026.
  • Barclays bought 221,345 Dutch Bros shares in Q3 2026, an estimated $11.9M.
  • Dutch Bros made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #1681 holding.
  • Barclays first reported a position in Dutch Bros in Q1 2022 and has held it in 19 quarters since.
  • Barclays's Dutch Bros position peaked at $22.5M in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.