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Brown, Lisle/Cummings’s Dutch Bros BROS Stock Holding History

Brown, Lisle/Cummings’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 		$61.9K Buy
862
+43
+5% +$2.47K 0.01% 357
2026
Q1 		$41.5K Buy
819
+319
+64% +$17.4K 0.01% 382
2025
Q4 		$30.6K Buy
+500
New +$28.4K 0.01% 392
2024
Q3 		– Sell
-185
Closed -$7.66K – 623
2024
Q2 		$7.66K Hold
185
– – ﹤0.01% 476
2024
Q1 		$6.11K Hold
185
– – ﹤0.01% 476
2023
Q4 		$5.86K Hold
185
– – ﹤0.01% 484
2023
Q3 		$4.3K Hold
185
– – ﹤0.01% 474
2023
Q2 		$5.26K Hold
185
– – ﹤0.01% 472
2023
Q1 		$5.85K Hold
185
– – ﹤0.01% 447
2022
Q4 		$5.21K Hold
185
– – ﹤0.01% 435
2022
Q3 		$5.76K Hold
185
– – ﹤0.01% 425
2022
Q2 		$5.86K Hold
185
– – ﹤0.01% 409
2022
Q1 		$10.2K Buy
+185
New +$9.44K ﹤0.01% 380

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

Brown, Lisle/Cummings's BROS Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Dutch Bros (BROS) stake by 5.3% in Q2 2026, buying an estimated $2.47K and bringing the position to 862 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #357.

Brown, Lisle/Cummings first reported a position in BROS in Q1 2022 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Brown, Lisle/Cummings held 862 shares of Dutch Bros worth $61.9K as of Q2 2026.
  • Brown, Lisle/Cummings bought 43 Dutch Bros shares in Q2 2026, an estimated $2.47K.
  • Dutch Bros made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #357 holding.
  • Brown, Lisle/Cummings first reported a position in Dutch Bros in Q1 2022 and has held it in 13 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.