DBRC
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D.B. Root & Company’s Dutch Bros BROS Stock Holding History

D.B. Root & Company’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 		$602K Buy
8,387
+1,230
+17% +$70.6K 0.13% 106
2026
Q1 		$363K Buy
+7,157
New +$391K 0.09% 139

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

D.B. Root & Company's BROS Position: Q2 2026 in Review

D.B. Root & Company increased its Dutch Bros (BROS) stake by 17% in Q2 2026, buying an estimated $70.6K and bringing the position to 8,387 shares worth $602K. The position accounts for 0.13% of the portfolio, ranked #106.

D.B. Root & Company first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • D.B. Root & Company held 8,387 shares of Dutch Bros worth $602K as of Q2 2026.
  • D.B. Root & Company bought 1,230 Dutch Bros shares in Q2 2026, an estimated $70.6K.
  • Dutch Bros made up 0.13% of D.B. Root & Company's portfolio in Q2 2026, its #106 holding.
  • D.B. Root & Company first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.