HI
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Harbour Investments’s Dutch Bros BROS Stock Holding History

Harbour 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 		$78.3K Buy
1,091
+19
+2% +$1.09K ﹤0.01% 2156
2026
Q1 		$54.3K Buy
1,072
+845
+372% +$46.2K ﹤0.01% 2300
2025
Q4 		$13.9K Buy
227
+116
+105% +$6.59K ﹤0.01% 2590
2025
Q3 		$5.81K Buy
111
+1
+0.9% +$63 ﹤0.01% 2935
2025
Q2 		$7.52K Sell
110
-288
-72% -$18.8K ﹤0.01% 2696
2025
Q1 		$24.6K Sell
398
-106
-21% -$6.98K ﹤0.01% 2095
2024
Q4 		$26.4K Hold
504
– – ﹤0.01% 1993
2024
Q3 		$16.1K Buy
504
+300
+147% +$10.6K ﹤0.01% 2150
2024
Q2 		$8.45K Hold
204
– – ﹤0.01% 2328
2024
Q1 		$6.73K Buy
204
+84
+70% +$2.48K ﹤0.01% 2361
2023
Q4 		$3.8K Hold
120
– – ﹤0.01% 2514
2023
Q3 		$2.79K Hold
120
– – ﹤0.01% 2465
2023
Q2 		$3.41K Hold
120
– – ﹤0.01% 2393
2023
Q1 		$3.8K Hold
120
– – ﹤0.01% 2383
2022
Q4 		$3.38K Buy
120
+50
+71% +$1.65K ﹤0.01% 2364
2022
Q3 		$2K Hold
70
– – ﹤0.01% 2406
2022
Q2 		$2K Buy
+70
New +$2.87K ﹤0.01% 2406
2021
Q4 		$15K Sell
294
-714
-71% -$39.6K ﹤0.01% 1766
2021
Q3 		$44K Buy
+1,008
New +$47.9K ﹤0.01% 1837

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 $3.38T AUM 44.17% 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

Harbour Investments's BROS Position: Q2 2026 in Review

Harbour Investments increased its Dutch Bros (BROS) stake by 1.8% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,091 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Harbour Investments first reported a position in BROS in Q3 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Harbour Investments held 1,091 shares of Dutch Bros worth $78.3K as of Q2 2026.
  • Harbour Investments bought 19 Dutch Bros shares in Q2 2026, an estimated $1.09K.
  • Dutch Bros made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2156 holding.
  • Harbour Investments first reported a position in Dutch Bros in Q3 2021 and has held it in 19 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.