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Keating Financial Advisory Services’s Dutch Bros BROS Stock Holding History

Keating Financial Advisory Services’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 		$2.01K Sell
28
-4
-13% -$229 ﹤0.01% 1950
2026
Q1 		$1.62K Buy
32
+7
+28% +$383 ﹤0.01% 1928
2025
Q4 		$1.53K Buy
+25
New +$1.42K ﹤0.01% 1668

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

Keating Financial Advisory Services's BROS Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Dutch Bros (BROS) stake by 13% in Q2 2026, selling an estimated $229 and leaving 28 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Keating Financial Advisory Services first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Keating Financial Advisory Services held 28 shares of Dutch Bros worth $2.01K as of Q2 2026.
  • Keating Financial Advisory Services sold 4 Dutch Bros shares in Q2 2026, an estimated $229.
  • Dutch Bros made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1950 holding.
  • Keating Financial Advisory Services first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.