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Larson Financial Group’s Dutch Bros BROS Stock Holding History

Larson Financial Group’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 		$61.2K Sell
852
-416
-33% -$23.9K ﹤0.01% 1430
2026
Q1 		$64.2K Buy
1,268
+793
+167% +$43.4K ﹤0.01% 1217
2025
Q4 		$29.1K Sell
475
-1,073
-69% -$61K ﹤0.01% 1504
2025
Q3 		$81K Buy
1,548
+803
+108% +$50.8K ﹤0.01% 973
2025
Q2 		$50.9K Buy
745
+465
+166% +$30.3K ﹤0.01% 1066
2025
Q1 		$17.3K Buy
280
+164
+141% +$10.8K ﹤0.01% 1419
2024
Q4 		$6.08K Buy
+116
New +$5.12K ﹤0.01% 1622

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

Larson Financial Group's BROS Position: Q2 2026 in Review

Larson Financial Group reduced its Dutch Bros (BROS) stake by 33% in Q2 2026, selling an estimated $23.9K and leaving 852 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Larson Financial Group first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. The position peaked at $81K in Q3 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Larson Financial Group held 852 shares of Dutch Bros worth $61.2K as of Q2 2026.
  • Larson Financial Group sold 416 Dutch Bros shares in Q2 2026, an estimated $23.9K.
  • Dutch Bros made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1430 holding.
  • Larson Financial Group first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Dutch Bros position peaked at $81K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.