ClearBridge Investments
BROS icon

ClearBridge Investments’s Dutch Bros BROS Stock Holding History

ClearBridge Investments’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 		$62.6M Buy
871,582
+12,167
+1% +$698K 0.05% 299
2026
Q1 		$43.5M Buy
859,415
+6,410
+0.8% +$351K 0.04% 330
2025
Q4 		$52.2M Sell
853,005
-1,680
-0.2% -$95.4K 0.04% 318
2025
Q3 		$44.7M Sell
854,685
-12,252
-1% -$775K 0.03% 346
2025
Q2 		$59.3M Sell
866,937
-2,122
-0.2% -$138K 0.05% 288
2025
Q1 		$53.7M Sell
869,059
-52,208
-6% -$3.44M 0.05% 298
2024
Q4 		$48.3M Sell
921,267
-53,578
-5% -$2.36M 0.04% 326
2024
Q3 		$31.2M Buy
974,845
+3,808
+0.4% +$134K 0.02% 393
2024
Q2 		$40.2M Buy
971,037
+100,140
+11% +$3.44M 0.03% 357
2024
Q1 		$28.7M Buy
870,897
+7,240
+0.8% +$214K 0.02% 408
2023
Q4 		$27.4M Buy
863,657
+19
+0% +$517 0.02% 423
2023
Q3 		$20.1M Sell
863,638
-4,119
-0.5% -$117K 0.02% 420
2023
Q2 		$24.7M Buy
867,757
+322,160
+59% +$9.56M 0.02% 411
2023
Q1 		$17.3M Buy
545,597
+20,066
+4% +$679K 0.02% 452
2022
Q4 		$14.8M Buy
525,531
+6,637
+1% +$220K 0.01% 470
2022
Q3 		$16.2M Buy
518,894
+2,500
+0.5% +$94.1K 0.02% 450
2022
Q2 		$16.3M Hold
516,394
– – 0.02% 467
2022
Q1 		$28.5M Buy
516,394
+216,194
+72% +$11M 0.02% 424
2021
Q4 		$15.3M Buy
300,200
+200
+0.1% +$11.1K 0.01% 526
2021
Q3 		$13M Buy
+300,000
New +$14.3M 0.01% 556

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments's BROS Position: Q2 2026 in Review

ClearBridge Investments increased its Dutch Bros (BROS) stake by 1.4% in Q2 2026, buying an estimated $698K and bringing the position to 871,582 shares worth $62.6M. The position accounts for 0.05% of the portfolio, ranked #299.

ClearBridge Investments first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 433 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • ClearBridge Investments held 871,582 shares of Dutch Bros worth $62.6M as of Q2 2026.
  • ClearBridge Investments bought 12,167 Dutch Bros shares in Q2 2026, an estimated $698K.
  • Dutch Bros made up 0.05% of ClearBridge Investments's portfolio in Q2 2026, its #299 holding.
  • ClearBridge Investments first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 433 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.