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Keudell/Morrison Wealth Management’s Dutch Bros BROS Stock Holding History

Keudell/Morrison Wealth 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 		$811K Sell
11,297
-2,179
-16% -$125K 0.15% 93
2026
Q1 		$683K Buy
13,476
+4,517
+50% +$247K 0.14% 103
2025
Q4 		$548K Buy
+8,959
New +$509K 0.12% 121
2025
Q2 		$671K Sell
9,820
-260
-3% -$17K 0.15% 93
2025
Q1 		$622K Sell
10,080
-611
-6% -$40.2K 0.15% 94
2024
Q4 		$560K Sell
10,691
-345
-3% -$15.2K 0.15% 98
2024
Q3 		$353K Buy
11,036
+490
+5% +$17.3K 0.1% 145
2024
Q2 		$437K Buy
10,546
+524
+5% +$18K 0.13% 126
2024
Q1 		$331K Buy
10,022
+300
+3% +$8.85K 0.1% 150
2023
Q4 		$308K Buy
9,722
+391
+4% +$10.6K 0.1% 149
2023
Q3 		$217K Buy
9,331
+94
+1% +$2.68K 0.07% 170
2023
Q2 		$263K Buy
+9,237
New +$274K 0.08% 158
2022
Q4 		– Sell
-8,001
Closed -$249K – 189
2022
Q3 		$249K Buy
8,001
+360
+5% +$13.5K 0.09% 155
2022
Q2 		$242K Buy
7,641
+450
+6% +$18.4K 0.09% 153
2022
Q1 		$397K Sell
7,191
-465
-6% -$23.7K 0.17% 119
2021
Q4 		$390K Buy
7,656
+1,411
+23% +$78.3K 0.15% 117
2021
Q3 		$271K Buy
+6,245
New +$297K 0.12% 142

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

Keudell/Morrison Wealth Management's BROS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Dutch Bros (BROS) stake by 16% in Q2 2026, selling an estimated $125K and leaving 11,297 shares worth $811K. The position accounts for 0.15% of the portfolio, ranked #93.

Keudell/Morrison Wealth Management first reported a position in BROS in Q3 2021 and has held it in 17 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Keudell/Morrison Wealth Management held 11,297 shares of Dutch Bros worth $811K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 2,179 Dutch Bros shares in Q2 2026, an estimated $125K.
  • Dutch Bros made up 0.15% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Keudell/Morrison Wealth Management first reported a position in Dutch Bros in Q3 2021 and has held it in 17 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.