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IFP Advisors’s Dutch Bros BROS Stock Holding History

IFP 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 		$298K Sell
4,146
-125
-3% -$7.17K 0.01% 1291
2026
Q1 		$216K Sell
4,271
-356
-8% -$19.5K ﹤0.01% 1352
2025
Q4 		$283K Buy
4,627
+1,057
+30% +$60.1K 0.01% 1195
2025
Q3 		$187K Sell
3,570
-140
-4% -$8.85K ﹤0.01% 1317
2025
Q2 		$254K Buy
3,710
+688
+23% +$44.9K 0.01% 1150
2025
Q1 		$187K Buy
3,022
+155
+5% +$10.2K 0.01% 1207
2024
Q4 		$150K Sell
2,867
-1,740
-38% -$76.8K ﹤0.01% 1278
2024
Q3 		$148K Buy
4,607
+893
+24% +$31.5K 0.01% 1232
2024
Q2 		$154K Buy
3,714
+291
+9% +$10K 0.01% 1166
2024
Q1 		$113K Buy
3,423
+296
+9% +$8.73K 0.01% 1241
2023
Q4 		$99K Buy
3,127
+1,004
+47% +$27.3K ﹤0.01% 1247
2023
Q3 		$49.4K Buy
2,123
+37
+2% +$1.05K ﹤0.01% 1557
2023
Q2 		$59.3K Buy
2,086
+7
+0.3% +$208 ﹤0.01% 1532
2023
Q1 		$76.3K Sell
2,079
-556
-21% -$18.8K ﹤0.01% 1386
2022
Q4 		$96K Sell
2,635
-3,263
-55% -$108K ﹤0.01% 1760
2022
Q3 		$216K Buy
5,898
+61
+1% +$2.3K 0.01% 1359
2022
Q2 		$214K Hold
5,837
– – 0.01% 1239
2022
Q1 		$214K Buy
5,837
+5,515
+1,713% +$281K 0.01% 1239
2021
Q4 		$16K Buy
+322
New +$17.9K ﹤0.01% 2034

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 $3.37T AUM 44.26% 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

IFP Advisors's BROS Position: Q2 2026 in Review

IFP Advisors reduced its Dutch Bros (BROS) stake by 2.9% in Q2 2026, selling an estimated $7.17K and leaving 4,146 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1291.

IFP Advisors first reported a position in BROS in Q4 2021 and has held it in 19 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • IFP Advisors held 4,146 shares of Dutch Bros worth $298K as of Q2 2026.
  • IFP Advisors sold 125 Dutch Bros shares in Q2 2026, an estimated $7.17K.
  • Dutch Bros made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1291 holding.
  • IFP Advisors first reported a position in Dutch Bros in Q4 2021 and has held it in 19 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.