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Diligent Investors’s Dutch Bros BROS Stock Holding History

Diligent Investors’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 		$389K Sell
5,414
-485
-8% -$27.8K 0.09% 252
2026
Q1 		$299K Sell
5,899
-1,356
-19% -$74.2K 0.07% 266
2025
Q4 		$444K Buy
7,255
+821
+13% +$46.6K 0.11% 206
2025
Q3 		$337K Buy
6,434
+520
+9% +$32.9K 0.09% 243
2025
Q2 		$404K Buy
5,914
+140
+2% +$9.13K 0.1% 227
2025
Q1 		$356K Buy
5,774
+50
+0.9% +$3.29K 0.09% 245
2024
Q4 		$300K Buy
+5,724
New +$253K 0.07% 279

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 $3.38T AUM 44.17% 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

Diligent Investors's BROS Position: Q2 2026 in Review

Diligent Investors reduced its Dutch Bros (BROS) stake by 8.2% in Q2 2026, selling an estimated $27.8K and leaving 5,414 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #252.

Diligent Investors first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Diligent Investors held 5,414 shares of Dutch Bros worth $389K as of Q2 2026.
  • Diligent Investors sold 485 Dutch Bros shares in Q2 2026, an estimated $27.8K.
  • Dutch Bros made up 0.09% of Diligent Investors's portfolio in Q2 2026, its #252 holding.
  • Diligent Investors first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • Diligent Investors's Dutch Bros position peaked at $444K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.