Cetera Investment Advisers
BROS icon

Cetera Investment Advisers’s Dutch Bros BROS Stock Holding History

Cetera Investment Advisers’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 		$10.5M Buy
145,990
+8,825
+6% +$506K 0.01% 1124
2026
Q1 		$6.95M Sell
137,165
-11,284
-8% -$617K 0.01% 1302
2025
Q4 		$9.09M Buy
148,449
+9,243
+7% +$525K 0.01% 1090
2025
Q3 		$7.29M Buy
139,206
+41,637
+43% +$2.63M 0.01% 1168
2025
Q2 		$6.67M Buy
97,569
+6,350
+7% +$414K 0.01% 1020
2025
Q1 		$5.63M Buy
91,219
+1,849
+2% +$122K 0.01% 1039
2024
Q4 		$4.68M Sell
89,370
-3,363
-4% -$148K 0.01% 1071
2024
Q3 		$2.97M Sell
92,733
-9,116
-9% -$321K 0.01% 1329
2024
Q2 		$4.22M Buy
101,849
+12,230
+14% +$420K 0.01% 1082
2024
Q1 		$2.96M Buy
89,619
+75,553
+537% +$2.23M 0.01% 1293
2023
Q4 		$445K Buy
14,066
+1,074
+8% +$29.3K ﹤0.01% 1546
2023
Q3 		$302K Buy
12,992
+2,673
+26% +$76.2K ﹤0.01% 1725
2023
Q2 		$294K Buy
10,319
+891
+9% +$26.4K ﹤0.01% 1767
2023
Q1 		$298K Sell
9,428
-72
-0.8% -$2.44K ﹤0.01% 1706
2022
Q4 		$268K Sell
9,500
-1,176
-11% -$38.9K ﹤0.01% 1734
2022
Q3 		$333K Buy
10,676
+196
+2% +$7.38K 0.01% 1208
2022
Q2 		$332K Buy
10,480
+1,126
+12% +$46.2K 0.01% 1345
2022
Q1 		$517K Buy
9,354
+4,590
+96% +$234K 0.01% 1132
2021
Q4 		$243K Buy
4,764
+83
+2% +$4.61K ﹤0.01% 1612
2021
Q3 		$203K Buy
+4,681
New +$222K ﹤0.01% 1664

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

Cetera Investment Advisers's BROS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Dutch Bros (BROS) stake by 6.4% in Q2 2026, buying an estimated $506K and bringing the position to 145,990 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #1124.

Cetera Investment Advisers first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Cetera Investment Advisers held 145,990 shares of Dutch Bros worth $10.5M as of Q2 2026.
  • Cetera Investment Advisers bought 8,825 Dutch Bros shares in Q2 2026, an estimated $506K.
  • Dutch Bros made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1124 holding.
  • Cetera Investment Advisers first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.