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Cherry Creek Investment Advisors’s Dutch Bros BROS Stock Holding History

Cherry Creek Investment 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 		$1.4M Buy
19,506
+401
+2% +$23K 0.55% 37
2026
Q1 		$968K Sell
19,105
-1,100
-5% -$60.2K 0.42% 46
2025
Q4 		$1.24M Buy
20,205
+34
+0.2% +$1.93K 0.53% 38
2025
Q3 		$1.06M Sell
20,171
-1,000
-5% -$63.2K 0.46% 41
2025
Q2 		$1.45M Sell
21,171
-82
-0.4% -$5.35K 0.68% 33
2025
Q1 		$1.31M Buy
21,253
+8,282
+64% +$545K 0.68% 32
2024
Q4 		$679K Hold
12,971
– – 0.33% 46
2024
Q3 		$415K Buy
12,971
+1,009
+8% +$35.6K 0.21% 64
2024
Q2 		$495K Hold
11,962
– – 0.26% 60
2024
Q1 		$395K Buy
11,962
+1,632
+16% +$48.2K 0.21% 69
2023
Q4 		$327K Buy
+10,330
New +$281K 0.2% 69
2023
Q3 		– Sell
-8,126
Closed -$231K – 91
2023
Q2 		$231K Buy
8,126
+300
+4% +$8.9K 0.16% 78
2023
Q1 		$248K Hold
7,826
– – 0.18% 73
2022
Q4 		$221K Hold
7,826
– – 0.17% 79
2022
Q3 		$244K Buy
7,826
+40
+0.5% +$1.5K 0.2% 74
2022
Q2 		$246K Buy
+7,786
New +$319K 0.2% 76
2022
Q1 		– Sell
-4,136
Closed -$211K – 103
2021
Q4 		$211K Buy
+4,136
New +$230K 0.13% 104

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

Cherry Creek Investment Advisors's BROS Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Dutch Bros (BROS) stake by 2.1% in Q2 2026, buying an estimated $23K and bringing the position to 19,506 shares worth $1.4M. The position accounts for 0.55% of the portfolio, ranked #37.

Cherry Creek Investment Advisors first reported a position in BROS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Cherry Creek Investment Advisors held 19,506 shares of Dutch Bros worth $1.4M as of Q2 2026.
  • Cherry Creek Investment Advisors bought 401 Dutch Bros shares in Q2 2026, an estimated $23K.
  • Dutch Bros made up 0.55% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Cherry Creek Investment Advisors first reported a position in Dutch Bros in Q4 2021 and has held it in 17 quarters since.
  • Cherry Creek Investment Advisors's Dutch Bros position peaked at $1.45M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.