GRP
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Global Retirement Partners’s Dutch Bros BROS Stock Holding History

Global Retirement Partners’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 		$474K Buy
+6,605
New +$379K 0.01% 1059
2025
Q4 		$98.6K Sell
1,610
-4,607
-74% -$262K ﹤0.01% 1930
2025
Q3 		$325K Sell
6,217
-2,117
-25% -$134K 0.01% 947
2025
Q2 		$570K Buy
+8,334
New +$544K 0.01% 669
2024
Q4 		$105K Buy
2,012
+675
+50% +$29.8K ﹤0.01% 1243
2024
Q3 		$42.8K Buy
1,337
+172
+15% +$6.06K ﹤0.01% 1631
2024
Q2 		$48.2K Sell
1,165
-482
-29% -$16.6K ﹤0.01% 1555
2024
Q1 		$54.4K Hold
1,647
– – ﹤0.01% 1379
2023
Q4 		$45.7K Hold
1,647
– – ﹤0.01% 1414
2023
Q3 		$39.4K Hold
1,647
– – ﹤0.01% 1376
2023
Q2 		$46.9K Buy
1,647
+150
+10% +$4.45K ﹤0.01% 1307
2023
Q1 		$46.7K Buy
1,497
+128
+9% +$4.33K ﹤0.01% 1276
2022
Q4 		$38.6K Sell
1,369
-200
-13% -$6.62K ﹤0.01% 1210
2022
Q3 		$58K Hold
1,569
– – ﹤0.01% 958
2022
Q2 		$50K Buy
1,569
+200
+15% +$8.2K ﹤0.01% 992
2022
Q1 		$41K Buy
+1,369
New +$69.9K ﹤0.01% 1071
2021
Q4 		– Sell
-124
Closed -$5K – 426
2021
Q3 		$5K Buy
+124
New +$5.89K ﹤0.01% 1600

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

Global Retirement Partners's BROS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dutch Bros (BROS) in Q2 2026: 6,605 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BROS as recently as Q4 2025.

Global Retirement Partners first reported a position in BROS in Q3 2021 and has held it in 17 quarters since. The position peaked at $570K in Q2 2025. 555 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Global Retirement Partners held 6,605 shares of Dutch Bros worth $474K as of Q2 2026.
  • Dutch Bros was a new Global Retirement Partners position in Q2 2026.
  • Dutch Bros made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1059 holding.
  • Global Retirement Partners first reported a position in Dutch Bros in Q3 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's Dutch Bros position peaked at $570K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.