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Janney Capital Management’s Dutch Bros BROS Stock Holding History

Janney Capital Management’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
2025
Q4 		$372K Buy
6,083
+808
+15% +$45.9K 0.02% 196
2025
Q3 		$276K Sell
5,275
-136
-3% -$8.6K 0.02% 216
2025
Q2 		$370K Buy
+5,411
New +$353K 0.02% 179

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Janney Capital Management's BROS Position: Q4 2025 in Review

Janney Capital Management increased its Dutch Bros (BROS) stake by 15% in Q4 2025, buying an estimated $45.9K and bringing the position to 6,083 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #196.

Janney Capital Management first reported a position in BROS in Q2 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold BROS as of Q4 2025.

  • Janney Capital Management held 6,083 shares of Dutch Bros worth $372K as of Q4 2025.
  • Janney Capital Management bought 808 Dutch Bros shares in Q4 2025, an estimated $45.9K.
  • Dutch Bros made up 0.02% of Janney Capital Management's portfolio in Q4 2025, its #196 holding.
  • Janney Capital Management first reported a position in Dutch Bros in Q2 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.