IP
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Interval Partners’s Dutch Bros BROS Stock Holding History

Interval 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 		$11.8M Sell
164,725
-161,433
-49% -$9.26M 0.31% 98
2026
Q1 		$16.5M Sell
326,158
-609,416
-65% -$33.3M 0.43% 70
2025
Q4 		$57.3M Buy
+935,574
New +$53.2M 1.03% 22
2024
Q3 		– Sell
-418,601
Closed -$17.3M – 352
2024
Q2 		$17.3M Buy
+418,601
New +$14.4M 0.38% 60

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

Interval Partners's BROS Position: Q2 2026 in Review

Interval Partners reduced its Dutch Bros (BROS) stake by 49% in Q2 2026, selling an estimated $9.26M and leaving 164,725 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #98.

Interval Partners first reported a position in BROS in Q2 2024 and has held it in 4 quarters since. The position peaked at $57.3M in Q4 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Interval Partners held 164,725 shares of Dutch Bros worth $11.8M as of Q2 2026.
  • Interval Partners sold 161,433 Dutch Bros shares in Q2 2026, an estimated $9.26M.
  • Dutch Bros made up 0.31% of Interval Partners's portfolio in Q2 2026, its #98 holding.
  • Interval Partners first reported a position in Dutch Bros in Q2 2024 and has held it in 4 quarters since.
  • Interval Partners's Dutch Bros position peaked at $57.3M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.