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 Q2	$1.32M	Buy	18,400 +5,900	+47%	+$339K	﹤0.01%	3392
2026 Q1	$633K	Buy	+12,500	New	+$684K	﹤0.01%	3565

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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.