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
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

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

Cerity Partners's BROS Position: Q1 2026 in Review

Cerity Partners increased its Dutch Bros (BROS) stake by 86% in Q1 2026, buying an estimated $197K and bringing the position to 7,786 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Cerity Partners first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q1 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Cerity Partners held 7,786 shares of Dutch Bros worth $394K as of Q1 2026.
  • Cerity Partners bought 3,608 Dutch Bros shares in Q1 2026, an estimated $197K.
  • Dutch Bros made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2427 holding.
  • Cerity Partners first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • Cerity Partners's Dutch Bros position peaked at $1.69M in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.