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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
Q2 		$591K Sell
9,243
-428
-4% -$24.6K 0.01% 896
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

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

Chicago Partners Investment Group's BROS Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Dutch Bros (BROS) stake by 4.4% in Q2 2026, selling an estimated $24.6K and leaving 9,243 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #896.

Chicago Partners Investment Group first reported a position in BROS in Q4 2022 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Chicago Partners Investment Group held 9,243 shares of Dutch Bros worth $591K as of Q2 2026.
  • Chicago Partners Investment Group sold 428 Dutch Bros shares in Q2 2026, an estimated $24.6K.
  • Dutch Bros made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #896 holding.
  • Chicago Partners Investment Group first reported a position in Dutch Bros in Q4 2022 and has held it in 14 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.