James T. Borello
BROS icon

James T. Borello’s Dutch Bros BROS Stock Holding History

James T. Borello’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
Q3 		$39 Sell
1
-15
-94% -$808 ﹤0.01% 1268
2026
Q2 		$1.15K Sell
16
-10
-38% -$574 ﹤0.01% 1007
2026
Q1 		$1.32K Buy
+26
New +$1.42K ﹤0.01% 973

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

James T. Borello's BROS Position: Q3 2026 in Review

James T. Borello reduced its Dutch Bros (BROS) stake by 94% in Q3 2026, selling an estimated $808 and leaving 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

James T. Borello first reported a position in BROS in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.32K in Q1 2026. 293 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • James T. Borello held 1 share of Dutch Bros worth $39 as of Q3 2026.
  • James T. Borello sold 15 Dutch Bros shares in Q3 2026, an estimated $808.
  • Dutch Bros made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1268 holding.
  • James T. Borello first reported a position in Dutch Bros in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello's Dutch Bros position peaked at $1.32K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.