IAA
BROS icon

Independent Advisor Alliance’s Dutch Bros BROS Stock Holding History

Independent Advisor Alliance’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 		$1.11M Sell
15,453
-2,687
-15% -$154K 0.03% 433
2026
Q1 		$919K Sell
18,140
-1,832
-9% -$100K 0.01% 866
2025
Q4 		$1.22M Sell
19,972
-816
-4% -$46.4K 0.03% 419
2025
Q3 		$1.09M Sell
20,788
-14
-0.1% -$885 0.03% 423
2025
Q2 		$1.42M Buy
20,802
+1,060
+5% +$69.1K 0.04% 345
2025
Q1 		$1.22M Buy
19,742
+1,207
+7% +$79.5K 0.04% 338
2024
Q4 		$971K Buy
18,535
+462
+3% +$20.4K 0.01% 737
2024
Q3 		$579K Buy
18,073
+501
+3% +$17.7K 0.02% 432
2024
Q2 		$727K Buy
17,572
+870
+5% +$29.9K 0.02% 387
2024
Q1 		$551K Buy
16,702
+25
+0.1% +$738 0.02% 431
2023
Q4 		$528K Buy
16,677
+245
+1% +$6.67K 0.02% 430
2023
Q3 		$382K Sell
16,432
-3,263
-17% -$93K 0.02% 465
2023
Q2 		$560K Sell
19,695
-234
-1% -$6.94K 0.02% 406
2023
Q1 		$630K Buy
19,929
+4,502
+29% +$152K 0.03% 374
2022
Q4 		$435 Buy
15,427
+541
+4% +$17.9K ﹤0.01% 352
2022
Q3 		$464K Buy
14,886
+2,700
+22% +$102K 0.03% 390
2022
Q2 		$386K Buy
+12,186
New +$500K 0.02% 433
2022
Q1 		– Sell
-7,220
Closed -$368K – 673
2021
Q4 		$368K Buy
+7,220
New +$401K 0.02% 469

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

Independent Advisor Alliance's BROS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Dutch Bros (BROS) stake by 15% in Q2 2026, selling an estimated $154K and leaving 15,453 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #433.

Independent Advisor Alliance first reported a position in BROS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q2 2025. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Independent Advisor Alliance held 15,453 shares of Dutch Bros worth $1.11M as of Q2 2026.
  • Independent Advisor Alliance sold 2,687 Dutch Bros shares in Q2 2026, an estimated $154K.
  • Dutch Bros made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #433 holding.
  • Independent Advisor Alliance first reported a position in Dutch Bros in Q4 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Dutch Bros position peaked at $1.42M in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.