Federated Hermes
BROS icon

Federated Hermes’s Dutch Bros BROS Stock Holding History

Federated Hermes’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 		$35.4M Sell
492,783
-117,315
-19% -$6.73M 0.05% 347
2026
Q1 		$30.9M Buy
610,098
+88,898
+17% +$4.86M 0.05% 371
2025
Q4 		$31.9M Sell
521,200
-740
-0.1% -$42K 0.05% 344
2025
Q3 		$27.3M Sell
521,940
-216,434
-29% -$13.7M 0.05% 372
2025
Q2 		$50.5M Buy
738,374
+183,194
+33% +$11.9M 0.1% 264
2025
Q1 		$34.3M Sell
555,180
-49,567
-8% -$3.26M 0.07% 304
2024
Q4 		$31.7M Buy
604,747
+4,747
+0.8% +$209K 0.07% 317
2024
Q3 		$19.2M Sell
600,000
-171,200
-22% -$6.03M 0.04% 441
2024
Q2 		$31.9M Buy
771,200
+371,200
+93% +$12.8M 0.08% 295
2024
Q1 		$13.2M Hold
400,000
– – 0.03% 514
2023
Q4 		$12.7M Hold
400,000
– – 0.03% 512
2023
Q3 		$9.3M Buy
400,000
+100,000
+33% +$2.85M 0.02% 547
2023
Q2 		$8.54M Sell
300,000
-145,000
-33% -$4.3M 0.02% 578
2023
Q1 		$14.1M Buy
445,000
+145,000
+48% +$4.91M 0.04% 467
2022
Q4 		$8.46M Hold
300,000
– – 0.02% 581
2022
Q3 		$9.35M Hold
300,000
– – 0.03% 547
2022
Q2 		$9.49M Sell
300,000
-500,000
-63% -$20.5M 0.03% 557
2022
Q1 		$44.2M Buy
800,000
+200,000
+33% +$10.2M 0.1% 255
2021
Q4 		$30.5M Buy
600,000
+62,500
+12% +$3.47M 0.06% 378
2021
Q3 		$23.3M Buy
+537,500
New +$25.5M 0.04% 439

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

Federated Hermes's BROS Position: Q2 2026 in Review

Federated Hermes reduced its Dutch Bros (BROS) stake by 19% in Q2 2026, selling an estimated $6.73M and leaving 492,783 shares worth $35.4M. The position accounts for 0.05% of the portfolio, ranked #347.

Federated Hermes first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. The position peaked at $50.5M in Q2 2025. 555 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Federated Hermes held 492,783 shares of Dutch Bros worth $35.4M as of Q2 2026.
  • Federated Hermes sold 117,315 Dutch Bros shares in Q2 2026, an estimated $6.73M.
  • Dutch Bros made up 0.05% of Federated Hermes's portfolio in Q2 2026, its #347 holding.
  • Federated Hermes first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • Federated Hermes's Dutch Bros position peaked at $50.5M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.