JY
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Jeff Yass’s Dutch Bros BROS Stock Holding History

Jeff Yass’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 		$22.6M Sell
314,492
-148,710
-32% -$8.53M ﹤0.01% 2322
2026
Q1 		$23.5M Buy
463,202
+139,827
+43% +$7.65M ﹤0.01% 2029
2025
Q4 		$19.8M Sell
323,375
-281,640
-47% -$16M ﹤0.01% 2219
2025
Q3 		$31.7M Buy
605,015
+408,676
+208% +$25.8M ﹤0.01% 1739
2025
Q2 		$13.4M Sell
196,339
-201,558
-51% -$13.1M ﹤0.01% 2474
2025
Q1 		$24.6M Buy
397,897
+258,185
+185% +$17M ﹤0.01% 1561
2024
Q4 		$7.32M Sell
139,712
-137,325
-50% -$6.06M ﹤0.01% 3048
2024
Q3 		$8.87M Sell
277,037
-79,610
-22% -$2.81M ﹤0.01% 2783
2024
Q2 		$14.8M Buy
356,647
+221,379
+164% +$7.61M ﹤0.01% 2054
2024
Q1 		$4.46M Sell
135,268
-342,426
-72% -$10.1M ﹤0.01% 3808
2023
Q4 		$15.1M Buy
477,694
+456,187
+2,121% +$12.4M ﹤0.01% 2112
2023
Q3 		$500K Buy
+21,507
New +$613K ﹤0.01% 8227
2023
Q2 		– Sell
-40,562
Closed -$1.2M – 12102
2023
Q1 		$1.28M Buy
+40,562
New +$1.37M ﹤0.01% 6181
2022
Q1 		– Sell
-155,281
Closed -$7.92M – 13010
2021
Q4 		$7.91M Buy
155,281
+19,546
+14% +$1.09M ﹤0.01% 3035
2021
Q3 		$5.88M Buy
+135,735
New +$6.45M ﹤0.01% 3669

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

Jeff Yass's BROS Position: Q2 2026 in Review

Jeff Yass reduced its Dutch Bros (BROS) stake by 32% in Q2 2026, selling an estimated $8.53M and leaving 314,492 shares worth $22.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Jeff Yass first reported a position in BROS in Q3 2021 and has held it in 15 quarters since. The position peaked at $31.7M in Q3 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Jeff Yass held 314,492 shares of Dutch Bros worth $22.6M as of Q2 2026.
  • Jeff Yass sold 148,710 Dutch Bros shares in Q2 2026, an estimated $8.53M.
  • Dutch Bros made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2322 holding.
  • Jeff Yass first reported a position in Dutch Bros in Q3 2021 and has held it in 15 quarters since.
  • Jeff Yass's Dutch Bros position peaked at $31.7M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.