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Covestor’s Dutch Bros BROS Stock Holding History

Covestor’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 		$184K Buy
2,562
+864
+51% +$49.6K 0.11% 145
2026
Q1 		$86K Sell
1,698
-85
-5% -$4.65K 0.06% 360
2025
Q4 		$109K Buy
1,783
+341
+24% +$19.4K 0.06% 530
2025
Q3 		$75K Buy
1,442
+285
+25% +$18K 0.04% 715
2025
Q2 		$79K Sell
1,157
-2,031
-64% -$132K 0.05% 681
2025
Q1 		$197K Sell
3,188
-1,471
-32% -$96.9K 0.13% 164
2024
Q4 		$244K Buy
4,659
+996
+27% +$43.9K 0.15% 100
2024
Q3 		$117K Buy
3,663
+2,859
+356% +$101K 0.07% 427
2024
Q2 		$33K Buy
+804
New +$27.6K 0.02% 1017

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

Covestor's BROS Position: Q2 2026 in Review

Covestor increased its Dutch Bros (BROS) stake by 51% in Q2 2026, buying an estimated $49.6K and bringing the position to 2,562 shares worth $184K. The position accounts for 0.11% of the portfolio, ranked #145.

Covestor first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. The position peaked at $244K in Q4 2024. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Covestor held 2,562 shares of Dutch Bros worth $184K as of Q2 2026.
  • Covestor bought 864 Dutch Bros shares in Q2 2026, an estimated $49.6K.
  • Dutch Bros made up 0.11% of Covestor's portfolio in Q2 2026, its #145 holding.
  • Covestor first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • Covestor's Dutch Bros position peaked at $244K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.