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Diversify Wealth Management’s Dutch Bros BROS Stock Holding History

Diversify Wealth Management’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 		$2.07M Buy
+31,512
New +$1.81M 0.03% 401
2024
Q4 		– Sell
-10,232
Closed -$356K – 517
2024
Q3 		$356K Buy
10,232
+171
+2% +$6.03K 0.03% 370
2024
Q2 		$364K Buy
+10,061
New +$346K 0.05% 326

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

Diversify Wealth Management's BROS Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Dutch Bros (BROS) in Q2 2026: 31,512 shares worth $2.07M. The stake represents 0.03% of the portfolio and ranks #401 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in BROS as recently as Q3 2024.

Diversify Wealth Management first reported a position in BROS in Q2 2024 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Diversify Wealth Management held 31,512 shares of Dutch Bros worth $2.07M as of Q2 2026.
  • Dutch Bros was a new Diversify Wealth Management position in Q2 2026.
  • Dutch Bros made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Diversify Wealth Management first reported a position in Dutch Bros in Q2 2024 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.