Fidelity Investments
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Fidelity Investments’s Dutch Bros BROS Stock Holding History

Fidelity Investments’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 		$485M Buy
9,566,397
+2,354,015
+33% +$129M 0.03% 521
2025
Q4 		$442M Sell
7,212,382
-75,556
-1% -$4.29M 0.02% 556
2025
Q3 		$381M Buy
7,287,938
+39,636
+0.5% +$2.51M 0.02% 603
2025
Q2 		$496M Buy
7,248,302
+1,053,811
+17% +$68.7M 0.03% 490
2025
Q1 		$382M Sell
6,194,491
-321,988
-5% -$21.2M 0.02% 556
2024
Q4 		$341M Buy
6,516,479
+3,227,435
+98% +$142M 0.02% 607
2024
Q3 		$105M Sell
3,289,044
-1,663,514
-34% -$58.6M 0.01% 1079
2024
Q2 		$205M Buy
4,952,558
+715,984
+17% +$24.6M 0.01% 773
2024
Q1 		$140M Sell
4,236,574
-3,579,229
-46% -$106M 0.01% 926
2023
Q4 		$248M Sell
7,815,803
-765,948
-9% -$20.9M 0.02% 662
2023
Q3 		$200M Buy
8,581,751
+2,578,145
+43% +$73.4M 0.02% 701
2023
Q2 		$171M Sell
6,003,606
-845,883
-12% -$25.1M 0.01% 779
2023
Q1 		$217M Buy
6,849,489
+645,576
+10% +$21.9M 0.02% 679
2022
Q4 		$175M Buy
6,203,913
+2,356,428
+61% +$77.9M 0.02% 740
2022
Q3 		$120M Buy
3,847,485
+2,084,202
+118% +$78.4M 0.01% 893
2022
Q2 		$55.8M Sell
1,763,283
-3,101,709
-64% -$127M 0.01% 1208
2022
Q1 		$269M Buy
4,864,992
+437,966
+10% +$22.3M 0.02% 666
2021
Q4 		$225M Buy
4,427,026
+1,823,632
+70% +$101M 0.02% 756
2021
Q3 		$113M Buy
+2,603,394
New +$124M 0.01% 1047

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Fidelity Investments's BROS Position: Q1 2026 in Review

Fidelity Investments increased its Dutch Bros (BROS) stake by 33% in Q1 2026, buying an estimated $129M and bringing the position to 9,566,397 shares worth $485M. The position accounts for 0.03% of the portfolio, ranked #521.

Fidelity Investments first reported a position in BROS in Q3 2021 and has held it in 19 quarters since. The position peaked at $496M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Fidelity Investments held 9,566,397 shares of Dutch Bros worth $485M as of Q1 2026.
  • Fidelity Investments bought 2,354,015 Dutch Bros shares in Q1 2026, an estimated $129M.
  • Dutch Bros made up 0.03% of Fidelity Investments's portfolio in Q1 2026, its #521 holding.
  • Fidelity Investments first reported a position in Dutch Bros in Q3 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Dutch Bros position peaked at $496M in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.