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Clearstead Advisors’s Dutch Bros BROS Stock Holding History

Clearstead 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 		$9.84K Buy
137
+111
+427% +$6.37K ﹤0.01% 1983
2026
Q1 		$1.32K Sell
26
-1,389
-98% -$76K ﹤0.01% 1993
2025
Q4 		$86.6K Buy
1,415
+1,411
+35,275% +$80.2K ﹤0.01% 1169
2025
Q3 		$210 Sell
4
-466
-99% -$29.5K ﹤0.01% 2854
2025
Q2 		$32.1K Sell
470
-338
-42% -$22K ﹤0.01% 1435
2025
Q1 		$49.9K Buy
808
+478
+145% +$31.5K ﹤0.01% 1178
2024
Q4 		$17.3K Buy
330
+34
+11% +$1.5K ﹤0.01% 1431
2024
Q3 		$9.48K Buy
296
+196
+196% +$6.91K ﹤0.01% 1592
2024
Q2 		$4.14K Hold
100
– – ﹤0.01% 1714
2024
Q1 		$3.52K Buy
+100
New +$2.95K ﹤0.01% 1227
2023
Q4 		– Sell
-55
Closed -$1.28K – 1529
2023
Q3 		$1.28K Hold
55
– – ﹤0.01% 1322
2023
Q2 		$1.56K Hold
55
– – ﹤0.01% 1195
2023
Q1 		$1.74K Hold
55
– – ﹤0.01% 1161
2022
Q4 		$1.55K Hold
55
– – ﹤0.01% 1129
2022
Q3 		$2K Hold
55
– – ﹤0.01% 1068
2022
Q2 		$2K Buy
55
+4
+8% +$164 ﹤0.01% 1093
2022
Q1 		$3K Buy
+51
New +$2.6K ﹤0.01% 1138

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

Clearstead Advisors's BROS Position: Q2 2026 in Review

Clearstead Advisors increased its Dutch Bros (BROS) stake by 427% in Q2 2026, buying an estimated $6.37K and bringing the position to 137 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Clearstead Advisors first reported a position in BROS in Q1 2022 and has held it in 17 quarters since. The position peaked at $86.6K in Q4 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Clearstead Advisors held 137 shares of Dutch Bros worth $9.84K as of Q2 2026.
  • Clearstead Advisors bought 111 Dutch Bros shares in Q2 2026, an estimated $6.37K.
  • Dutch Bros made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1983 holding.
  • Clearstead Advisors first reported a position in Dutch Bros in Q1 2022 and has held it in 17 quarters since.
  • Clearstead Advisors's Dutch Bros position peaked at $86.6K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.