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Forum Financial Management’s Dutch Bros BROS Stock Holding History

Forum Financial 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 		$216K Buy
+3,012
New +$173K ﹤0.01% 319
2026
Q1 		– Sell
-6,202
Closed -$380K – 428
2025
Q4 		$380K Buy
6,202
+4
+0.1% +$227 ﹤0.01% 622
2025
Q3 		$324K Buy
6,198
+723
+13% +$45.7K ﹤0.01% 695
2025
Q2 		$374K Buy
5,475
+10
+0.2% +$652 0.01% 538
2025
Q1 		$337K Buy
+5,465
New +$360K 0.01% 537

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Forum Financial Management's BROS Position: Q2 2026 in Review

Forum Financial Management opened a new position in Dutch Bros (BROS) in Q2 2026: 3,012 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in BROS as recently as Q4 2025.

Forum Financial Management first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. The position peaked at $380K in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Forum Financial Management held 3,012 shares of Dutch Bros worth $216K as of Q2 2026.
  • Dutch Bros was a new Forum Financial Management position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #319 holding.
  • Forum Financial Management first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • Forum Financial Management's Dutch Bros position peaked at $380K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.