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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Diligent Investors's BROS Position: Q1 2026 in Review

Diligent Investors reduced its Dutch Bros (BROS) stake by 19% in Q1 2026, selling an estimated $74.2K and leaving 5,899 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #266.

Diligent Investors first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Diligent Investors held 5,899 shares of Dutch Bros worth $299K as of Q1 2026.
  • Diligent Investors sold 1,356 Dutch Bros shares in Q1 2026, an estimated $74.2K.
  • Dutch Bros made up 0.07% of Diligent Investors's portfolio in Q1 2026, its #266 holding.
  • Diligent Investors first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • Diligent Investors's Dutch Bros position peaked at $444K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.