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Continuum Advisory’s Dutch Bros BROS Stock Holding History

Continuum Advisory’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 		$21.8K Buy
+304
New +$17.4K ﹤0.01% 1018
2025
Q2 		– Sell
-286
Closed -$17.7K – 557
2025
Q1 		$17.7K Hold
286
– – ﹤0.01% 881
2024
Q4 		$15K Hold
286
– – ﹤0.01% 905
2024
Q3 		$13.4K Sell
286
-94
-25% -$3.31K ﹤0.01% 928
2024
Q2 		$15.7K Hold
380
– – ﹤0.01% 838
2024
Q1 		$12.5K Buy
+380
New +$11.2K ﹤0.01% 894

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

Continuum Advisory's BROS Position: Q2 2026 in Review

Continuum Advisory opened a new position in Dutch Bros (BROS) in Q2 2026: 304 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BROS as recently as Q1 2025.

Continuum Advisory first reported a position in BROS in Q1 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Continuum Advisory held 304 shares of Dutch Bros worth $21.8K as of Q2 2026.
  • Dutch Bros was a new Continuum Advisory position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1018 holding.
  • Continuum Advisory first reported a position in Dutch Bros in Q1 2024 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.