Ferguson Wellman Capital Management’s Dutch Bros BROS Stock Holding History

Ferguson Wellman 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 Q1	$395K	Buy	7,791 +347	+5%	+$19K	0.01%	314
2025 Q4	$456K	Buy	7,444 +54	+0.7%	+$3.07K	0.01%	263
2025 Q3	$387K	Buy	7,390 +40	+0.5%	+$2.53K	0.01%	278
2025 Q2	$503K	Hold	7,350	–	–	0.01%	243
2025 Q1	$454K	Buy	7,350 +1,550	+27%	+$102K	0.01%	251
2024 Q4	$304K	Buy	+5,800	New	+$256K	0.01%	292

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ferguson Wellman Capital Management's BROS Position: Q1 2026 in Review

Ferguson Wellman Capital Management increased its Dutch Bros (BROS) stake by 4.7% in Q1 2026, buying an estimated $19K and bringing the position to 7,791 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #314.

Ferguson Wellman Capital Management first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $503K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Ferguson Wellman Capital Management held 7,791 shares of Dutch Bros worth $395K as of Q1 2026.
Ferguson Wellman Capital Management bought 347 Dutch Bros shares in Q1 2026, an estimated $19K.
Dutch Bros made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #314 holding.
Ferguson Wellman Capital Management first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
Ferguson Wellman Capital Management's Dutch Bros position peaked at $503K in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.