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
Q2 		$1.2B Buy
16,724,132
+7,157,735
+75% +$411M 0.05% 274
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 $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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fidelity Investments's BROS Position: Q2 2026 in Review

Fidelity Investments increased its Dutch Bros (BROS) stake by 75% in Q2 2026, buying an estimated $411M and bringing the position to 16,724,132 shares worth $1.2B. The position accounts for 0.05% of the portfolio, ranked #274.

Fidelity Investments first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Fidelity Investments held 16,724,132 shares of Dutch Bros worth $1.2B as of Q2 2026.
  • Fidelity Investments bought 7,157,735 Dutch Bros shares in Q2 2026, an estimated $411M.
  • Dutch Bros made up 0.05% of Fidelity Investments's portfolio in Q2 2026, its #274 holding.
  • Fidelity Investments first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.