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Connecticut Wealth Management’s Dutch Bros BROS Stock Holding History

Connecticut Wealth 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
Q1 		$239K Hold
4,710
– – 0.01% 307
2025
Q4 		$288K Hold
4,710
– – 0.01% 269
2025
Q3 		$247K Buy
+4,710
New +$298K 0.01% 295

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Connecticut Wealth Management's BROS Position: Q1 2026 in Review

Connecticut Wealth Management held its Dutch Bros (BROS) position steady in Q1 2026 at 4,710 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #307.

Connecticut Wealth Management first reported a position in BROS in Q3 2025 and has held it in 3 quarters since. The position peaked at $288K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Connecticut Wealth Management held 4,710 shares of Dutch Bros worth $239K as of Q1 2026.
  • Connecticut Wealth Management left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up 0.01% of Connecticut Wealth Management's portfolio in Q1 2026, its #307 holding.
  • Connecticut Wealth Management first reported a position in Dutch Bros in Q3 2025 and has held it in 3 quarters since.
  • Connecticut Wealth Management's Dutch Bros position peaked at $288K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.