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Brinker Capital Investments’s Dutch Bros BROS Stock Holding History

Brinker Capital Investments’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 		$1.21M Buy
16,907
+3,284
+24% +$188K 0.01% 1050
2026
Q1 		$690K Buy
+13,623
New +$745K 0.01% 1324
2025
Q2 		– Sell
-3,496
Closed -$216K – 1980
2025
Q1 		$216K Buy
+3,496
New +$230K ﹤0.01% 1774

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

Brinker Capital Investments's BROS Position: Q2 2026 in Review

Brinker Capital Investments increased its Dutch Bros (BROS) stake by 24% in Q2 2026, buying an estimated $188K and bringing the position to 16,907 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1050.

Brinker Capital Investments first reported a position in BROS in Q1 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Brinker Capital Investments held 16,907 shares of Dutch Bros worth $1.21M as of Q2 2026.
  • Brinker Capital Investments bought 3,284 Dutch Bros shares in Q2 2026, an estimated $188K.
  • Dutch Bros made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1050 holding.
  • Brinker Capital Investments first reported a position in Dutch Bros in Q1 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.