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Evergreen Capital Management’s Dutch Bros BROS Stock Holding History

Evergreen Capital 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 		$207K Sell
2,876
-3,670
-56% -$211K ﹤0.01% 1445
2026
Q1 		$332K Buy
+6,546
New +$358K 0.01% 1051

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

Evergreen Capital Management's BROS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Dutch Bros (BROS) stake by 56% in Q2 2026, selling an estimated $211K and leaving 2,876 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Evergreen Capital Management first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. The position peaked at $332K in Q1 2026. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Evergreen Capital Management held 2,876 shares of Dutch Bros worth $207K as of Q2 2026.
  • Evergreen Capital Management sold 3,670 Dutch Bros shares in Q2 2026, an estimated $211K.
  • Dutch Bros made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1445 holding.
  • Evergreen Capital Management first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's Dutch Bros position peaked at $332K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.