Kennedy Capital Management’s Dutch Bros BROS Stock Holding History

Kennedy Capital Management’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	$3.16M	Sell	62,284 -769	-1%	-$42.1K	0.07%	366
2025 Q4	$3.86M	Buy	63,053 +329	+0.5%	+$18.7K	0.08%	337
2025 Q3	$3.28M	Sell	62,724 -260	-0.4%	-$16.4K	0.07%	366
2025 Q2	$4.31M	Buy	62,984 +3,945	+7%	+$257K	0.1%	315
2025 Q1	$3.65M	Sell	59,039 -12,559	-18%	-$827K	0.09%	339
2024 Q4	$3.75M	Sell	71,598 -257	-0.4%	-$11.3K	0.08%	380
2024 Q3	$2.3M	Sell	71,855 -13,901	-16%	-$490K	0.05%	491
2024 Q2	$3.55M	Buy	+85,756	New	+$2.95M	0.08%	402

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kennedy Capital Management's BROS Position: Q1 2026 in Review

Kennedy Capital Management reduced its Dutch Bros (BROS) stake by 1.2% in Q1 2026, selling an estimated $42.1K and leaving 62,284 shares worth $3.16M. The position accounts for 0.07% of the portfolio, ranked #366.

Kennedy Capital Management first reported a position in BROS in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.31M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Kennedy Capital Management held 62,284 shares of Dutch Bros worth $3.16M as of Q1 2026.
Kennedy Capital Management sold 769 Dutch Bros shares in Q1 2026, an estimated $42.1K.
Dutch Bros made up 0.07% of Kennedy Capital Management's portfolio in Q1 2026, its #366 holding.
Kennedy Capital Management first reported a position in Dutch Bros in Q2 2024 and has held it in 8 quarters since.
Kennedy Capital Management's Dutch Bros position peaked at $4.31M in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.