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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
Q2 		$405K Buy
5,634
+1,269
+29% +$72.8K 0.01% 658
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

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

Gladstone Institutional Advisory's BROS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Dutch Bros (BROS) stake by 29% in Q2 2026, buying an estimated $72.8K and bringing the position to 5,634 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #658.

Gladstone Institutional Advisory first reported a position in BROS in Q1 2022 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Gladstone Institutional Advisory held 5,634 shares of Dutch Bros worth $405K as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,269 Dutch Bros shares in Q2 2026, an estimated $72.8K.
  • Dutch Bros made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #658 holding.
  • Gladstone Institutional Advisory first reported a position in Dutch Bros in Q1 2022 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.