Focus Partners Wealth
BROS icon

Focus Partners Wealth’s Dutch Bros BROS Stock Holding History

Focus Partners Wealth’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 		– Sell
-6,990
Closed -$428K – 2668
2025
Q4 		$428K Sell
6,990
-7,192
-51% -$409K ﹤0.01% 2021
2025
Q3 		$557K Buy
14,182
+9,372
+195% +$593K ﹤0.01% 1568
2025
Q2 		$329K Sell
4,810
-236
-5% -$15.4K ﹤0.01% 1632
2025
Q1 		$312K Buy
5,046
+33
+0.7% +$2.17K ﹤0.01% 1556
2024
Q4 		$263K Buy
+5,013
New +$221K ﹤0.01% 1611

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Focus Partners Wealth's BROS Position: Q1 2026 in Review

Focus Partners Wealth sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 6,990 shares — an estimated $428K sold.

Focus Partners Wealth first reported a position in BROS in Q4 2024 and held it in 5 quarters. The position peaked at $557K in Q3 2025. 508 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Focus Partners Wealth reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 6,990 Dutch Bros shares in Q1 2026, an estimated $428K.
  • Focus Partners Wealth first reported a position in Dutch Bros in Q4 2024 and held it in 5 quarters.
  • Focus Partners Wealth's Dutch Bros position peaked at $557K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.