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Chicago Partners Investment Group’s Dutch Bros BROS Stock Holding History

Chicago Partners Investment Group’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 		$542K Buy
9,671
+1,787
+23% +$97.7K 0.01% 841
2025
Q4 		$481K Buy
7,884
+669
+9% +$38K 0.01% 787
2025
Q3 		$428K Sell
7,215
-106
-1% -$6.7K 0.01% 783
2025
Q2 		$460K Sell
7,321
-351
-5% -$22.9K 0.01% 637
2025
Q1 		$454K Sell
7,672
-987
-11% -$65K 0.02% 556
2024
Q4 		$487K Buy
8,659
+52
+0.6% +$2.29K 0.02% 517
2024
Q3 		$299K Sell
8,607
-118
-1% -$4.16K 0.01% 626
2024
Q2 		$335K Buy
8,725
+520
+6% +$17.9K 0.01% 561
2024
Q1 		$236K Sell
8,205
-200
-2% -$5.9K 0.01% 641
2023
Q4 		$231K Buy
+8,405
New +$229K 0.01% 609
2023
Q3 		– Sell
-7,279
Closed -$217K – 662
2023
Q2 		$217K Sell
7,279
-785
-10% -$23.3K 0.01% 613
2023
Q1 		$253K Buy
8,064
+896
+13% +$30.3K 0.01% 552
2022
Q4 		$279K Buy
+7,168
New +$237K 0.02% 496

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

Chicago Partners Investment Group's BROS Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Dutch Bros (BROS) stake by 23% in Q1 2026, buying an estimated $97.7K and bringing the position to 9,671 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #841.

Chicago Partners Investment Group first reported a position in BROS in Q4 2022 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Chicago Partners Investment Group held 9,671 shares of Dutch Bros worth $542K as of Q1 2026.
  • Chicago Partners Investment Group bought 1,787 Dutch Bros shares in Q1 2026, an estimated $97.7K.
  • Dutch Bros made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #841 holding.
  • Chicago Partners Investment Group first reported a position in Dutch Bros in Q4 2022 and has held it in 13 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.