HUB Investment Partners’s Dutch Bros BROS Stock Holding History

HUB Investment Partners’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	$672K	Sell	13,260 -1,186	-8%	-$64.9K	0.02%	458
2025 Q4	$884K	Sell	14,446 -1,311	-8%	-$74.5K	0.02%	332
2025 Q3	$825K	Buy	15,757 +1,071	+7%	+$67.7K	0.03%	307
2025 Q2	$1M	Buy	14,686 +1,611	+12%	+$105K	0.03%	267
2025 Q1	$807K	Buy	13,075 +2,075	+19%	+$137K	0.03%	255
2024 Q4	$576K	Hold	11,000	–	–	0.02%	300
2024 Q3	$352K	Sell	11,000 -17,700	-62%	-$624K	0.02%	352
2024 Q2	$1.19M	Sell	28,700 -4,000	-12%	-$137K	0.05%	172
2024 Q1	$1.08M	Buy	32,700 +3,750	+13%	+$111K	0.06%	177
2023 Q4	$917K	Buy	+28,950	New	+$788K	0.06%	170

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HUB Investment Partners's BROS Position: Q1 2026 in Review

HUB Investment Partners reduced its Dutch Bros (BROS) stake by 8.2% in Q1 2026, selling an estimated $64.9K and leaving 13,260 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #458.

HUB Investment Partners first reported a position in BROS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

HUB Investment Partners held 13,260 shares of Dutch Bros worth $672K as of Q1 2026.
HUB Investment Partners sold 1,186 Dutch Bros shares in Q1 2026, an estimated $64.9K.
Dutch Bros made up 0.02% of HUB Investment Partners's portfolio in Q1 2026, its #458 holding.
HUB Investment Partners first reported a position in Dutch Bros in Q4 2023 and has held it in 10 quarters since.
HUB Investment Partners's Dutch Bros position peaked at $1.19M in Q2 2024.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.