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Clearstead Trust’s Dutch Bros BROS Stock Holding History

Clearstead Trust’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 		$3.38K Buy
47
+21
+81% +$1.21K ﹤0.01% 841
2026
Q1 		$1.32K Buy
26
+14
+117% +$766 ﹤0.01% 915
2025
Q4 		$735 Sell
12
-36
-75% -$2.04K ﹤0.01% 963
2025
Q3 		$2.51K Hold
48
– – ﹤0.01% 932
2025
Q2 		$3.28K Sell
48
-16
-25% -$1.04K ﹤0.01% 833
2025
Q1 		$3.95K Buy
+64
New +$4.21K ﹤0.01% 658

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 Trust's BROS Position: Q2 2026 in Review

Clearstead Trust increased its Dutch Bros (BROS) stake by 81% in Q2 2026, buying an estimated $1.21K and bringing the position to 47 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Clearstead Trust first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.95K in Q1 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Clearstead Trust held 47 shares of Dutch Bros worth $3.38K as of Q2 2026.
  • Clearstead Trust bought 21 Dutch Bros shares in Q2 2026, an estimated $1.21K.
  • Dutch Bros made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #841 holding.
  • Clearstead Trust first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Dutch Bros position peaked at $3.95K in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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