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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
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

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

Horizon Investments's BROS Position: Q1 2026 in Review

Horizon Investments increased its Dutch Bros (BROS) stake by 150% in Q1 2026, buying an estimated $656 and bringing the position to 20 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Horizon Investments first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Horizon Investments held 20 shares of Dutch Bros worth $1.01K as of Q1 2026.
  • Horizon Investments bought 12 Dutch Bros shares in Q1 2026, an estimated $656.
  • Dutch Bros made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1314 holding.
  • Horizon Investments first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.