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Emerald Advisers’s Dutch Bros BROS Stock Holding History

Emerald Advisers’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 		$649K Hold
9,033
– – 0.02% 170
2026
Q1 		$458K Buy
9,033
+3,306
+58% +$181K 0.01% 179
2025
Q4 		$351K Sell
5,727
-257
-4% -$14.6K 0.01% 195
2025
Q3 		$313K Sell
5,984
-869
-13% -$54.9K 0.01% 206
2025
Q2 		$469K Buy
+6,853
New +$447K 0.02% 180

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

Emerald Advisers's BROS Position: Q2 2026 in Review

Emerald Advisers held its Dutch Bros (BROS) position steady in Q2 2026 at 9,033 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #170.

Emerald Advisers first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Emerald Advisers held 9,033 shares of Dutch Bros worth $649K as of Q2 2026.
  • Emerald Advisers left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.02% of Emerald Advisers's portfolio in Q2 2026, its #170 holding.
  • Emerald Advisers first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.