KCM
BROS icon

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
Q2 		$4.12M Sell
57,337
-4,947
-8% -$284K 0.07% 356
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

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

Kennedy Capital Management's BROS Position: Q2 2026 in Review

Kennedy Capital Management reduced its Dutch Bros (BROS) stake by 7.9% in Q2 2026, selling an estimated $284K and leaving 57,337 shares worth $4.12M. The position accounts for 0.07% of the portfolio, ranked #356.

Kennedy Capital Management first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.31M in Q2 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Kennedy Capital Management held 57,337 shares of Dutch Bros worth $4.12M as of Q2 2026.
  • Kennedy Capital Management sold 4,947 Dutch Bros shares in Q2 2026, an estimated $284K.
  • Dutch Bros made up 0.07% of Kennedy Capital Management's portfolio in Q2 2026, its #356 holding.
  • Kennedy Capital Management first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • Kennedy Capital Management's Dutch Bros position peaked at $4.31M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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