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DiNuzzo Private Wealth’s Dutch Bros BROS Stock Holding History

DiNuzzo Private Wealth’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 		$360 Sell
5
-2
-29% -$115 ﹤0.01% 1174
2026
Q1 		$355 Hold
7
– – ﹤0.01% 1160
2025
Q4 		$429 Buy
7
+1
+17% +$57 ﹤0.01% 1125
2025
Q3 		$431 Sell
6
-1
-14% -$63 ﹤0.01% 1123
2025
Q2 		$479 Sell
7
-2
-22% -$130 ﹤0.01% 1080
2025
Q1 		$556 Buy
9
+6
+200% +$395 ﹤0.01% 1013
2024
Q4 		$158 Buy
+3
New +$132 ﹤0.01% 1300

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

DiNuzzo Private Wealth's BROS Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dutch Bros (BROS) stake by 29% in Q2 2026, selling an estimated $115 and leaving 5 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

DiNuzzo Private Wealth first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. The position peaked at $556 in Q1 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • DiNuzzo Private Wealth held 5 shares of Dutch Bros worth $360 as of Q2 2026.
  • DiNuzzo Private Wealth sold 2 Dutch Bros shares in Q2 2026, an estimated $115.
  • Dutch Bros made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1174 holding.
  • DiNuzzo Private Wealth first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • DiNuzzo Private Wealth's Dutch Bros position peaked at $556 in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.