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Coldstream Capital Management’s Dutch Bros BROS Stock Holding History

Coldstream Capital Management’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 		$473K Buy
6,588
+42
+0.6% +$2.41K 0.01% 763
2026
Q1 		$332K Buy
6,546
+3,186
+95% +$174K ﹤0.01% 886
2025
Q4 		$206K Buy
+3,360
New +$191K ﹤0.01% 1088
2025
Q2 		– Sell
-2,296
Closed -$142K – 1434
2025
Q1 		$142K Buy
+2,296
New +$151K ﹤0.01% 1177

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

Coldstream Capital Management's BROS Position: Q2 2026 in Review

Coldstream Capital Management increased its Dutch Bros (BROS) stake by 0.64% in Q2 2026, buying an estimated $2.41K and bringing the position to 6,588 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #763.

Coldstream Capital Management first reported a position in BROS in Q1 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Coldstream Capital Management held 6,588 shares of Dutch Bros worth $473K as of Q2 2026.
  • Coldstream Capital Management bought 42 Dutch Bros shares in Q2 2026, an estimated $2.41K.
  • Dutch Bros made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #763 holding.
  • Coldstream Capital Management first reported a position in Dutch Bros in Q1 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.