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CX Institutional’s Dutch Bros BROS Stock Holding History

CX Institutional’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 		$23K Sell
322
-60
-16% -$3.44K ﹤0.01% 1139
2026
Q1 		$19K Buy
382
+282
+282% +$15.4K ﹤0.01% 1141
2025
Q4 		$6K Hold
100
– – ﹤0.01% 1248
2025
Q3 		$5K Hold
100
– – ﹤0.01% 1254
2025
Q2 		$7K Hold
100
– – ﹤0.01% 1072
2025
Q1 		$6K Buy
+100
New +$6.59K ﹤0.01% 1048
2022
Q3 		– Sell
-100
Closed -$3K – 538
2022
Q2 		$3K Buy
+100
New +$4.1K ﹤0.01% 1061

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

CX Institutional's BROS Position: Q2 2026 in Review

CX Institutional reduced its Dutch Bros (BROS) stake by 16% in Q2 2026, selling an estimated $3.44K and leaving 322 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

CX Institutional first reported a position in BROS in Q2 2022 and has held it in 7 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • CX Institutional held 322 shares of Dutch Bros worth $23K as of Q2 2026.
  • CX Institutional sold 60 Dutch Bros shares in Q2 2026, an estimated $3.44K.
  • Dutch Bros made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1139 holding.
  • CX Institutional first reported a position in Dutch Bros in Q2 2022 and has held it in 7 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.