Gould Capital’s Dutch Bros BROS Stock Holding History

Gould Capital’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	$40.8K	Hold	806	–	–	0.02%	91
2025 Q4	$49.3K	Buy	806 +20	+3%	+$1.14K	0.03%	84
2025 Q3	$41.1K	Sell	786 -40	-5%	-$2.53K	0.03%	91
2025 Q2	$56.5K	Hold	826	–	–	0.04%	77
2025 Q1	$51K	Hold	826	–	–	0.04%	76
2024 Q4	$43.3K	Buy	826 +140	+20%	+$6.18K	0.03%	85
2024 Q3	$22K	Hold	686	–	–	0.01%	124
2024 Q2	$28.4K	Hold	686	–	–	0.02%	108
2024 Q1	$22.6K	Hold	686	–	–	0.02%	120
2023 Q4	$21.7K	Hold	686	–	–	0.02%	120
2023 Q3	$16.1K	Hold	686	–	–	0.01%	129
2023 Q2	$19.5K	Buy	686 +290	+73%	+$8.6K	0.01%	118
2023 Q1	$12.5K	Hold	396	–	–	0.01%	141
2022 Q4	$11.2K	Hold	396	–	–	0.01%	142
2022 Q3	$12K	Hold	396	–	–	0.01%	135
2022 Q2	$13K	Buy	396 +210	+113%	+$8.61K	0.01%	133
2022 Q1	$10K	Buy	186 +56	+43%	+$2.86K	0.01%	143
2021 Q4	$7K	Buy	+130	New	+$7.22K	﹤0.01%	167

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Gould Capital's BROS Position: Q1 2026 in Review

Gould Capital held its Dutch Bros (BROS) position steady in Q1 2026 at 806 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #91.

Gould Capital first reported a position in BROS in Q4 2021 and has held it in 18 quarters since. The position peaked at $56.5K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Gould Capital held 806 shares of Dutch Bros worth $40.8K as of Q1 2026.
Gould Capital left its Dutch Bros share count unchanged in Q1 2026.
Dutch Bros made up 0.02% of Gould Capital's portfolio in Q1 2026, its #91 holding.
Gould Capital first reported a position in Dutch Bros in Q4 2021 and has held it in 18 quarters since.
Gould Capital's Dutch Bros position peaked at $56.5K in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.