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Joel Greenblatt’s Dutch Bros BROS Stock Holding History

Joel Greenblatt’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 		$756K Buy
+10,531
New +$604K ﹤0.01% 1416
2026
Q1 		– Sell
-43,462
Closed -$2.66M – 1771
2025
Q4 		$2.66M Buy
43,462
+28,294
+187% +$1.61M 0.01% 964
2025
Q3 		$794K Sell
15,168
-17,539
-54% -$1.11M ﹤0.01% 1271
2025
Q2 		$2.24M Buy
32,707
+16,418
+101% +$1.07M 0.01% 899
2025
Q1 		$1.01M Buy
16,289
+7,025
+76% +$463K 0.01% 1006
2024
Q4 		$485K Buy
+9,264
New +$409K ﹤0.01% 1129

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

Joel Greenblatt's BROS Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Dutch Bros (BROS) in Q2 2026: 10,531 shares worth $756K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in BROS as recently as Q4 2025.

Joel Greenblatt first reported a position in BROS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2025. 552 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Joel Greenblatt held 10,531 shares of Dutch Bros worth $756K as of Q2 2026.
  • Dutch Bros was a new Joel Greenblatt position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1416 holding.
  • Joel Greenblatt first reported a position in Dutch Bros in Q4 2024 and has held it in 6 quarters since.
  • Joel Greenblatt's Dutch Bros position peaked at $2.66M in Q4 2025.
  • 552 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.