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Horizon Investments’s Dutch Bros BROS Stock Holding History

Horizon 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 		$718 Sell
10
-10
-50% -$574 ﹤0.01% 1326
2026
Q1 		$1.01K Buy
20
+12
+150% +$656 ﹤0.01% 1314
2025
Q4 		$490 Sell
8
-4
-33% -$227 ﹤0.01% 1258
2025
Q3 		$628 Buy
12
+3
+33% +$190 ﹤0.01% 1134
2025
Q2 		$615 Buy
+9
New +$587 ﹤0.01% 1069

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

Horizon Investments's BROS Position: Q2 2026 in Review

Horizon Investments reduced its Dutch Bros (BROS) stake by 50% in Q2 2026, selling an estimated $574 and leaving 10 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Horizon Investments first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01K in Q1 2026. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Horizon Investments held 10 shares of Dutch Bros worth $718 as of Q2 2026.
  • Horizon Investments sold 10 Dutch Bros shares in Q2 2026, an estimated $574.
  • Dutch Bros made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1326 holding.
  • Horizon Investments first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • Horizon Investments's Dutch Bros position peaked at $1.01K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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