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HFM Investment Advisors’s Dutch Bros BROS Stock Holding History

HFM Investment Advisors’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 		$431 Buy
6
+2
+50% +$115 ﹤0.01% 1042
2026
Q1 		$203 Hold
4
– – ﹤0.01% 986
2025
Q4 		$245 Buy
4
+1
+33% +$57 ﹤0.01% 957
2025
Q3 		$157 Hold
3
– – ﹤0.01% 1066
2025
Q2 		$205 Buy
3
+2
+200% +$130 ﹤0.01% 980
2025
Q1 		$62 Buy
+1
New +$66 ﹤0.01% 995

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

HFM Investment Advisors's BROS Position: Q2 2026 in Review

HFM Investment Advisors increased its Dutch Bros (BROS) stake by 50% in Q2 2026, buying an estimated $115 and bringing the position to 6 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

HFM Investment Advisors first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • HFM Investment Advisors held 6 shares of Dutch Bros worth $431 as of Q2 2026.
  • HFM Investment Advisors bought 2 Dutch Bros shares in Q2 2026, an estimated $115.
  • Dutch Bros made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1042 holding.
  • HFM Investment Advisors first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.