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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
Q2 		$2.49K Hold
35
– – ﹤0.01% 1151
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

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

Bartlett & Co Wealth Management's BROS Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Dutch Bros (BROS) position steady in Q2 2026 at 35 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Bartlett & Co Wealth Management first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Bartlett & Co Wealth Management held 35 shares of Dutch Bros worth $2.49K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1151 holding.
  • Bartlett & Co Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.