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John Overdeck’s Dutch Bros BROS Stock Holding History

John Overdeck’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
Q1 		– Sell
-22,632
Closed -$1.24M – 4601
2025
Q4 		$1.39M Sell
22,632
-488,531
-96% -$27.8M ﹤0.01% 2711
2025
Q3 		$26.8M Buy
511,163
+61,381
+14% +$3.88M 0.04% 523
2025
Q2 		$30.8M Sell
449,782
-85,865
-16% -$5.6M 0.05% 410
2025
Q1 		$33.1M Buy
535,647
+241,415
+82% +$15.9M 0.07% 327
2024
Q4 		$15.4M Buy
294,232
+105,484
+56% +$4.65M 0.03% 577
2024
Q3 		$6.05M Sell
188,748
-1,114,981
-86% -$39.3M 0.01% 984
2024
Q2 		$54M Sell
1,303,729
-2,616
-0.2% -$89.9K 0.12% 195
2024
Q1 		$43.1M Buy
1,306,345
+1,167,605
+842% +$34.5M 0.1% 257
2023
Q4 		$4.39M Buy
+138,740
New +$3.78M 0.01% 1067
2021
Q4 		– Sell
-60,444
Closed -$2.62M – 4307
2021
Q3 		$2.62M Buy
+60,444
New +$2.87M 0.01% 1726

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

John Overdeck's BROS Position: Q1 2026 in Review

John Overdeck sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 22,632 shares — an estimated $1.24M sold.

John Overdeck first reported a position in BROS in Q3 2021 and held it in 10 quarters. The position peaked at $54M in Q2 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • John Overdeck reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 22,632 Dutch Bros shares in Q1 2026, an estimated $1.24M.
  • John Overdeck first reported a position in Dutch Bros in Q3 2021 and held it in 10 quarters.
  • John Overdeck's Dutch Bros position peaked at $54M in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.