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Freestone Capital Holdings’s Dutch Bros BROS Stock Holding History

Freestone Capital Holdings’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 		$307K Buy
+4,279
New +$246K 0.01% 479
2024
Q1 		– Sell
-7,729
Closed -$245K – 450
2023
Q4 		$245K Buy
+7,729
New +$211K 0.01% 356
2023
Q3 		– Sell
-7,344
Closed -$209K – 387
2023
Q2 		$209K Buy
7,344
+8
+0.1% +$237 0.01% 354
2023
Q1 		$232K Buy
+7,336
New +$248K 0.01% 321

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

Freestone Capital Holdings's BROS Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Dutch Bros (BROS) in Q2 2026: 4,279 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in BROS as recently as Q4 2023.

Freestone Capital Holdings first reported a position in BROS in Q1 2023 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Freestone Capital Holdings held 4,279 shares of Dutch Bros worth $307K as of Q2 2026.
  • Dutch Bros was a new Freestone Capital Holdings position in Q2 2026.
  • Dutch Bros made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #479 holding.
  • Freestone Capital Holdings first reported a position in Dutch Bros in Q1 2023 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.