Franklin Resources’s Dutch Bros BROS Stock Holding History

Franklin Resources’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
2025 Q3	–	Sell	-23,832	Closed	-$1.63M	–	3153
2025 Q2	$1.63M	Buy	23,832 +3,425	+17%	+$223K	﹤0.01%	1783
2025 Q1	$1.26M	Buy	+20,407	New	+$1.34M	﹤0.01%	1863
2023 Q2	–	Sell	-1,129,562	Closed	-$35.7M	–	2728
2023 Q1	$35.7M	Sell	1,129,562 -155,091	-12%	-$5.25M	0.02%	625
2022 Q4	$36.2M	Sell	1,284,653 -49,997	-4%	-$1.65M	0.02%	614
2022 Q3	$41.6M	Sell	1,334,650 -184,228	-12%	-$6.93M	0.02%	578
2022 Q2	$48.1M	Sell	1,518,878 -23,486	-2%	-$963K	0.02%	559
2022 Q1	$85.2M	Buy	1,542,364 +152,537	+11%	+$7.78M	0.03%	466
2021 Q4	$70.8M	Buy	1,389,827 +619,827	+80%	+$34.4M	0.03%	543
2021 Q3	$33.4M	Buy	+770,000	New	+$36.6M	0.01%	768

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Franklin Resources's BROS Position: Q3 2025 in Review

Franklin Resources sold out of Dutch Bros (BROS) in Q3 2025, closing a stake of 23,832 shares — an estimated $1.63M sold.

Franklin Resources first reported a position in BROS in Q3 2021 and held it in 9 quarters. The position peaked at $85.2M in Q1 2022. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

Franklin Resources reported no remaining Dutch Bros position as of Q3 2025 after selling out during the quarter.
Franklin Resources sold 23,832 Dutch Bros shares in Q3 2025, an estimated $1.63M.
Franklin Resources first reported a position in Dutch Bros in Q3 2021 and held it in 9 quarters.
Franklin Resources's Dutch Bros position peaked at $85.2M in Q1 2022.
450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on Franklin Resources's 13F filing for Q3 2025, filed 13 Nov 2025.