Harbor Investment Advisory’s Dutch Bros BROS Stock Holding History

Harbor Investment 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	$146K	Buy	2,030 +884	+77%	+$50.7K	0.01%	478
2026 Q1	$58.1K	Hold	1,146	–	–	﹤0.01%	594
2025 Q4	$70.2K	Hold	1,146	–	–	0.01%	584
2025 Q3	$60K	Hold	1,146	–	–	0.01%	603
2025 Q2	$78.4K	Hold	1,146	–	–	0.01%	545
2025 Q1	$70.8K	Hold	1,146	–	–	0.01%	539
2024 Q4	$60K	Buy	+1,146	New	+$50.6K	0.01%	558
2022 Q2	–	Sell	-400	Closed	-$22K	–	1339
2022 Q1	$22K	Buy	+400	New	+$20.4K	﹤0.01%	916

Other funds holding BROS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Harbor Investment Advisory's BROS Position: Q2 2026 in Review

Harbor Investment Advisory increased its Dutch Bros (BROS) stake by 77% in Q2 2026, buying an estimated $50.7K and bringing the position to 2,030 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #478.

Harbor Investment Advisory first reported a position in BROS in Q1 2022 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Harbor Investment Advisory held 2,030 shares of Dutch Bros worth $146K as of Q2 2026.
Harbor Investment Advisory bought 884 Dutch Bros shares in Q2 2026, an estimated $50.7K.
Dutch Bros made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #478 holding.
Harbor Investment Advisory first reported a position in Dutch Bros in Q1 2022 and has held it in 8 quarters since.
78 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.