Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Dutch Bros BROS Stock Holding History

Cambridge Investment Research Advisors’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 		$3.16M Buy
43,999
+6,643
+18% +$381K 0.01% 1341
2026
Q1 		$1.89M Buy
37,356
+6,135
+20% +$335K ﹤0.01% 1625
2025
Q4 		$1.91M Buy
31,221
+6,072
+24% +$345K 0.01% 1557
2025
Q3 		$1.32M Buy
25,149
+2,991
+13% +$189K ﹤0.01% 1836
2025
Q2 		$1.51M Buy
22,158
+773
+4% +$50.4K ﹤0.01% 1649
2025
Q1 		$1.32M Buy
21,385
+678
+3% +$44.7K ﹤0.01% 1645
2024
Q4 		$1.08M Sell
20,707
-3,080
-13% -$136K ﹤0.01% 1809
2024
Q3 		$762K Buy
23,787
+2,470
+12% +$87.1K ﹤0.01% 2068
2024
Q2 		$883K Sell
21,317
-3,797
-15% -$130K ﹤0.01% 1859
2024
Q1 		$829K Sell
25,114
-2,281
-8% -$67.3K ﹤0.01% 1854
2023
Q4 		$868K Buy
27,395
+286
+1% +$7.79K ﹤0.01% 1740
2023
Q3 		$630K Sell
27,109
-55,116
-67% -$1.57M ﹤0.01% 1902
2023
Q2 		$2.34M Buy
82,225
+4,885
+6% +$145K 0.01% 1075
2023
Q1 		$2.45M Buy
77,340
+21,375
+38% +$723K 0.01% 1021
2022
Q4 		$1.58M Sell
55,965
-1,521
-3% -$50.3K 0.01% 1225
2022
Q3 		$1.79M Buy
57,486
+4,648
+9% +$175K 0.01% 1102
2022
Q2 		$1.67M Buy
52,838
+18,427
+54% +$755K 0.01% 1134
2022
Q1 		$1.9M Sell
34,411
-3,935
-10% -$201K 0.01% 1169
2021
Q4 		$1.95M Buy
38,346
+17,764
+86% +$986K 0.01% 1158
2021
Q3 		$892K Buy
+20,582
New +$978K ﹤0.01% 1628

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

Cambridge Investment Research Advisors's BROS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Dutch Bros (BROS) stake by 18% in Q2 2026, buying an estimated $381K and bringing the position to 43,999 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #1341.

Cambridge Investment Research Advisors first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Cambridge Investment Research Advisors held 43,999 shares of Dutch Bros worth $3.16M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,643 Dutch Bros shares in Q2 2026, an estimated $381K.
  • Dutch Bros made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1341 holding.
  • Cambridge Investment Research Advisors first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.