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Bartlett & Co Wealth Management’s Dutch Bros BROS Stock Holding History

Bartlett & Co Wealth 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 		$1.97K Hold
35
– – ﹤0.01% 1111
2025
Q4 		$2.12K Buy
+35
New +$1.99K ﹤0.01% 1116

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

Bartlett & Co Wealth Management's BROS Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Dutch Bros (BROS) position steady in Q1 2026 at 35 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Bartlett & Co Wealth Management first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.12K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Bartlett & Co Wealth Management held 35 shares of Dutch Bros worth $1.97K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1111 holding.
  • Bartlett & Co Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • Bartlett & Co Wealth Management's Dutch Bros position peaked at $2.12K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.