Cerity Partners
BROS icon

Cerity Partners’s Dutch Bros BROS Stock Holding History

Cerity Partners’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 		$906K Buy
12,620
+4,834
+62% +$277K ﹤0.01% 2058
2026
Q1 		$394K Buy
7,786
+3,608
+86% +$197K ﹤0.01% 2427
2025
Q4 		$256K Sell
4,178
-760
-15% -$43.2K ﹤0.01% 2500
2025
Q3 		$258K Sell
4,938
-164
-3% -$10.4K ﹤0.01% 2379
2025
Q2 		$349K Sell
5,102
-22,235
-81% -$1.45M ﹤0.01% 2067
2025
Q1 		$1.69M Buy
+27,337
New +$1.8M ﹤0.01% 1197

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 $3.38T AUM 44.17% 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

Cerity Partners's BROS Position: Q2 2026 in Review

Cerity Partners increased its Dutch Bros (BROS) stake by 62% in Q2 2026, buying an estimated $277K and bringing the position to 12,620 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Cerity Partners first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Cerity Partners held 12,620 shares of Dutch Bros worth $906K as of Q2 2026.
  • Cerity Partners bought 4,834 Dutch Bros shares in Q2 2026, an estimated $277K.
  • Dutch Bros made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2058 holding.
  • Cerity Partners first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • Cerity Partners's Dutch Bros position peaked at $1.69M in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.