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J.W. Cole Advisors’s Dutch Bros BROS Stock Holding History

J.W. Cole 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 		$271K Sell
3,777
-172
-4% -$9.87K ﹤0.01% 1330
2026
Q1 		$200K Sell
3,949
-28
-0.7% -$1.53K 0.01% 745
2025
Q4 		$231K Buy
+3,977
New +$226K 0.01% 1231
2025
Q3 		– Sell
-3,777
Closed -$258K – 1551
2025
Q2 		$258K Buy
+3,777
New +$246K 0.01% 1209

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

J.W. Cole Advisors's BROS Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Dutch Bros (BROS) stake by 4.4% in Q2 2026, selling an estimated $9.87K and leaving 3,777 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

J.W. Cole Advisors first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • J.W. Cole Advisors held 3,777 shares of Dutch Bros worth $271K as of Q2 2026.
  • J.W. Cole Advisors sold 172 Dutch Bros shares in Q2 2026, an estimated $9.87K.
  • Dutch Bros made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1330 holding.
  • J.W. Cole Advisors first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.