EP Wealth Advisors’s Dutch Bros BROS Stock Holding History

EP Wealth Advisors’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	–	Sell	-4,484	Closed	-$227K	–	1736
2026 Q1	$227K	Buy	+4,484	New	+$245K	﹤0.01%	1336

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's BROS Position: Q2 2026 in Review

EP Wealth Advisors sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 4,484 shares — an estimated $227K sold.

EP Wealth Advisors first reported a position in BROS in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

EP Wealth Advisors reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 4,484 Dutch Bros shares in Q2 2026, an estimated $227K.
EP Wealth Advisors first reported a position in Dutch Bros in Q1 2026 and held it in 1 quarter.
EP Wealth Advisors's Dutch Bros position peaked at $227K in Q1 2026.
556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.