GI
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Gradient Investments’s Dutch Bros BROS Stock Holding History

Gradient Investments’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 		$979K Buy
+13,630
New +$782K 0.01% 320
2024
Q3 		– Sell
-805
Closed -$33.3K – 423
2024
Q2 		$33.3K Hold
805
– – ﹤0.01% 549
2024
Q1 		$26.6K Sell
805
-343
-30% -$10.1K ﹤0.01% 495
2023
Q4 		$36.4K Hold
1,148
– – ﹤0.01% 602
2023
Q3 		$26.7K Sell
1,148
-121
-10% -$3.45K ﹤0.01% 620
2023
Q2 		$36.1K Hold
1,269
– – ﹤0.01% 571
2023
Q1 		$40.1K Hold
1,269
– – ﹤0.01% 531
2022
Q4 		$35.8K Buy
1,269
+215
+20% +$7.11K ﹤0.01% 567
2022
Q3 		$33K Sell
1,054
-249
-19% -$9.37K ﹤0.01% 556
2022
Q2 		$41K Buy
1,303
+165
+14% +$6.76K ﹤0.01% 507
2022
Q1 		$63K Buy
1,138
+153
+16% +$7.81K ﹤0.01% 435
2021
Q4 		$50K Hold
985
– – ﹤0.01% 483
2021
Q3 		$43K Buy
+985
New +$46.8K ﹤0.01% 492

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

Gradient Investments's BROS Position: Q2 2026 in Review

Gradient Investments opened a new position in Dutch Bros (BROS) in Q2 2026: 13,630 shares worth $979K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Gradient Investments previously reported a position in BROS as recently as Q2 2024.

Gradient Investments first reported a position in BROS in Q3 2021 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Gradient Investments held 13,630 shares of Dutch Bros worth $979K as of Q2 2026.
  • Dutch Bros was a new Gradient Investments position in Q2 2026.
  • Dutch Bros made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #320 holding.
  • Gradient Investments first reported a position in Dutch Bros in Q3 2021 and has held it in 13 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.