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Beese Fulmer Investment Management’s Dutch Bros BROS Stock Holding History

Beese Fulmer Investment 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 		– Sell
-5,943
Closed -$301K – 416
2026
Q1 		$301K Buy
+5,943
New +$325K 0.02% 308

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

Beese Fulmer Investment Management's BROS Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 5,943 shares — an estimated $301K sold.

Beese Fulmer Investment Management first reported a position in BROS in Q1 2026 and held it in 1 quarter. The position peaked at $301K in Q1 2026. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,943 Dutch Bros shares in Q2 2026, an estimated $301K.
  • Beese Fulmer Investment Management first reported a position in Dutch Bros in Q1 2026 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Dutch Bros position peaked at $301K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.