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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Brown, Lisle/Cummings's BROS Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Dutch Bros (BROS) stake by 64% in Q1 2026, buying an estimated $17.4K and bringing the position to 819 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #382.

Brown, Lisle/Cummings first reported a position in BROS in Q1 2022 and has held it in 12 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Brown, Lisle/Cummings held 819 shares of Dutch Bros worth $41.5K as of Q1 2026.
Brown, Lisle/Cummings bought 319 Dutch Bros shares in Q1 2026, an estimated $17.4K.
Dutch Bros made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #382 holding.
Brown, Lisle/Cummings first reported a position in Dutch Bros in Q1 2022 and has held it in 12 quarters since.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.