Corient Private Wealth
BROS icon

Corient Private Wealth’s Dutch Bros BROS Stock Holding History

Corient Private Wealth’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 		$225K Buy
+3,133
New +$180K ﹤0.01% 2746
2024
Q3 		– Sell
-19,151
Closed -$793K – 2480
2024
Q2 		$793K Buy
19,151
+623
+3% +$21.4K ﹤0.01% 1421
2024
Q1 		$611K Buy
+18,528
New +$547K ﹤0.01% 1526

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

Corient Private Wealth's BROS Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Dutch Bros (BROS) in Q2 2026: 3,133 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2746 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in BROS as recently as Q2 2024.

Corient Private Wealth first reported a position in BROS in Q1 2024 and has held it in 3 quarters since. The position peaked at $793K in Q2 2024. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Corient Private Wealth held 3,133 shares of Dutch Bros worth $225K as of Q2 2026.
  • Dutch Bros was a new Corient Private Wealth position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2746 holding.
  • Corient Private Wealth first reported a position in Dutch Bros in Q1 2024 and has held it in 3 quarters since.
  • Corient Private Wealth's Dutch Bros position peaked at $793K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.