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 Q2	$561K	Buy	7,816 +25	+0.3%	+$1.43K	0.01%	294
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

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

Ferguson Wellman Capital Management's BROS Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Dutch Bros (BROS) stake by 0.32% in Q2 2026, buying an estimated $1.43K and bringing the position to 7,816 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #294.

Ferguson Wellman Capital Management first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Ferguson Wellman Capital Management held 7,816 shares of Dutch Bros worth $561K as of Q2 2026.
Ferguson Wellman Capital Management bought 25 Dutch Bros shares in Q2 2026, an estimated $1.43K.
Dutch Bros made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #294 holding.
Ferguson Wellman Capital Management first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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