EF
BROS icon

Empowered Funds’s Dutch Bros BROS Stock Holding History

Empowered Funds’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 		$2.36M Buy
32,875
+7,045
+27% +$404K 0.01% 1093
2026
Q1 		$1.31M Buy
+25,830
New +$1.41M 0.01% 1301
2025
Q2 		– Sell
-33,843
Closed -$2.09M – 1760
2025
Q1 		$2.09M Buy
33,843
+4,633
+16% +$305K 0.03% 720
2024
Q4 		$1.53M Buy
+29,210
New +$1.29M 0.02% 832

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

Empowered Funds's BROS Position: Q2 2026 in Review

Empowered Funds increased its Dutch Bros (BROS) stake by 27% in Q2 2026, buying an estimated $404K and bringing the position to 32,875 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #1093.

Empowered Funds first reported a position in BROS in Q4 2024 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Empowered Funds held 32,875 shares of Dutch Bros worth $2.36M as of Q2 2026.
  • Empowered Funds bought 7,045 Dutch Bros shares in Q2 2026, an estimated $404K.
  • Dutch Bros made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1093 holding.
  • Empowered Funds first reported a position in Dutch Bros in Q4 2024 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.