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Havemeyer Place’s Dutch Bros BROS Stock Holding History

Havemeyer Place’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 		$719K Buy
14,186
+8,194
+137% +$448K 0.08% 360
2025
Q4 		$367K Buy
+5,992
New +$340K 0.07% 367

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Havemeyer Place's BROS Position: Q1 2026 in Review

Havemeyer Place increased its Dutch Bros (BROS) stake by 137% in Q1 2026, buying an estimated $448K and bringing the position to 14,186 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #360.

Havemeyer Place first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Havemeyer Place held 14,186 shares of Dutch Bros worth $719K as of Q1 2026.
  • Havemeyer Place bought 8,194 Dutch Bros shares in Q1 2026, an estimated $448K.
  • Dutch Bros made up 0.08% of Havemeyer Place's portfolio in Q1 2026, its #360 holding.
  • Havemeyer Place first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.