Gerald Baker Financial Group’s Dutch Bros BROS Stock Holding History

Gerald Baker Financial Group’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	$221K	Buy	+3,082	New	+$177K	0.06%	121

Other funds holding BROS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gerald Baker Financial Group's BROS Position: Q2 2026 in Review

Gerald Baker Financial Group opened a new position in Dutch Bros (BROS) in Q2 2026: 3,082 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings.

550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Gerald Baker Financial Group held 3,082 shares of Dutch Bros worth $221K as of Q2 2026.
Dutch Bros was a new Gerald Baker Financial Group position in Q2 2026.
Dutch Bros made up 0.06% of Gerald Baker Financial Group's portfolio in Q2 2026, its #121 holding.
550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.