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Cromwell Holdings’s Dutch Bros BROS Stock Holding History

Cromwell Holdings’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 		$2.87K Buy
40
+19
+90% +$1.09K ﹤0.01% 774
2026
Q1 		$1.06K Buy
21
+15
+250% +$820 ﹤0.01% 840
2025
Q4 		$367 Hold
6
– – ﹤0.01% 985
2025
Q3 		$315 Hold
6
– – ﹤0.01% 1010
2025
Q2 		$410 Hold
6
– – ﹤0.01% 980
2025
Q1 		$370 Buy
+6
New +$395 ﹤0.01% 781

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

Cromwell Holdings's BROS Position: Q2 2026 in Review

Cromwell Holdings increased its Dutch Bros (BROS) stake by 90% in Q2 2026, buying an estimated $1.09K and bringing the position to 40 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Cromwell Holdings first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Cromwell Holdings held 40 shares of Dutch Bros worth $2.87K as of Q2 2026.
  • Cromwell Holdings bought 19 Dutch Bros shares in Q2 2026, an estimated $1.09K.
  • Dutch Bros made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #774 holding.
  • Cromwell Holdings first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.