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Kingsview Wealth Management’s Dutch Bros BROS Stock Holding History

Kingsview 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
Q1 		– Sell
-5,398
Closed -$330K – 1348
2025
Q4 		$330K Buy
5,398
+94
+2% +$5.34K ﹤0.01% 991
2025
Q3 		$278K Sell
5,304
-882
-14% -$55.8K ﹤0.01% 997
2025
Q2 		$423K Buy
+6,186
New +$404K 0.01% 829
2024
Q3 		– Sell
-22,302
Closed -$923K – 1095
2024
Q2 		$923K Buy
+22,302
New +$766K 0.02% 535
2023
Q4 		– Sell
-12,241
Closed -$285K – 953
2023
Q3 		$285K Sell
12,241
-6,261
-34% -$178K 0.01% 764
2023
Q2 		$526K Sell
18,502
-2,112
-10% -$62.6K 0.02% 575
2023
Q1 		$652K Buy
20,614
+5,852
+40% +$198K 0.03% 504
2022
Q4 		$416K Sell
14,762
-2,360
-14% -$78.1K 0.02% 561
2022
Q3 		$533K Buy
17,122
+3,748
+28% +$141K 0.03% 483
2022
Q2 		$423K Buy
13,374
+6,700
+100% +$275K 0.02% 573
2022
Q1 		$369K Sell
6,674
-10,146
-60% -$518K 0.02% 647
2021
Q4 		$856K Buy
16,820
+8,744
+108% +$485K 0.04% 447
2021
Q3 		$350K Buy
+8,076
New +$384K 0.02% 642

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kingsview Wealth Management's BROS Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 5,398 shares — an estimated $330K sold.

Kingsview Wealth Management first reported a position in BROS in Q3 2021 and held it in 13 quarters. The position peaked at $923K in Q2 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,398 Dutch Bros shares in Q1 2026, an estimated $330K.
  • Kingsview Wealth Management first reported a position in Dutch Bros in Q3 2021 and held it in 13 quarters.
  • Kingsview Wealth Management's Dutch Bros position peaked at $923K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.