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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
Q2 		$773K Sell
10,771
-2,489
-19% -$143K 0.01% 525
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

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

HUB Investment Partners's BROS Position: Q2 2026 in Review

HUB Investment Partners reduced its Dutch Bros (BROS) stake by 19% in Q2 2026, selling an estimated $143K and leaving 10,771 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #525.

HUB Investment Partners first reported a position in BROS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q2 2024. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • HUB Investment Partners held 10,771 shares of Dutch Bros worth $773K as of Q2 2026.
  • HUB Investment Partners sold 2,489 Dutch Bros shares in Q2 2026, an estimated $143K.
  • Dutch Bros made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #525 holding.
  • HUB Investment Partners first reported a position in Dutch Bros in Q4 2023 and has held it in 11 quarters since.
  • HUB Investment Partners's Dutch Bros position peaked at $1.19M in Q2 2024.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.