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Gladstone Institutional Advisory’s Dutch Bros BROS Stock Holding History

Gladstone Institutional Advisory’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 		$221K Buy
4,365
+85
+2% +$4.65K 0.01% 773
2025
Q4 		$262K Buy
+4,280
New +$243K 0.01% 676
2022
Q2 		– Sell
-4,730
Closed -$261K – 661
2022
Q1 		$261K Buy
+4,730
New +$241K 0.02% 590

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Gladstone Institutional Advisory's BROS Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Dutch Bros (BROS) stake by 2% in Q1 2026, buying an estimated $4.65K and bringing the position to 4,365 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #773.

Gladstone Institutional Advisory first reported a position in BROS in Q1 2022 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Gladstone Institutional Advisory held 4,365 shares of Dutch Bros worth $221K as of Q1 2026.
  • Gladstone Institutional Advisory bought 85 Dutch Bros shares in Q1 2026, an estimated $4.65K.
  • Dutch Bros made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #773 holding.
  • Gladstone Institutional Advisory first reported a position in Dutch Bros in Q1 2022 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's Dutch Bros position peaked at $262K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.