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Brookwood Investment Group’s Dutch Bros BROS Stock Holding History

Brookwood Investment Group’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 		– Sell
-9,355
Closed -$573K – 529
2025
Q4 		$573K Buy
9,355
+5,146
+122% +$292K 0.07% 261
2025
Q3 		$220K Buy
+4,209
New +$266K 0.03% 437

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

Brookwood Investment Group's BROS Position: Q1 2026 in Review

Brookwood Investment Group sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 9,355 shares — an estimated $573K sold.

Brookwood Investment Group first reported a position in BROS in Q3 2025 and held it in 2 quarters. The position peaked at $573K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Brookwood Investment Group reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 9,355 Dutch Bros shares in Q1 2026, an estimated $573K.
  • Brookwood Investment Group first reported a position in Dutch Bros in Q3 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Dutch Bros position peaked at $573K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.