Lazard Asset Management
BROS icon

Lazard Asset Management’s Dutch Bros BROS Stock Holding History

Lazard Asset 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 		$556K Buy
7,747
+2,257
+41% +$129K ﹤0.01% 1403
2026
Q1 		$278K Buy
5,490
+1,415
+35% +$77.4K ﹤0.01% 1529
2025
Q4 		$249K Sell
4,075
-359
-8% -$20.4K ﹤0.01% 1581
2025
Q3 		$232K Buy
4,434
+270
+6% +$17.1K ﹤0.01% 1557
2025
Q2 		$284K Buy
4,164
+738
+22% +$48.1K ﹤0.01% 1634
2025
Q1 		$211K Buy
3,426
+1,283
+60% +$84.5K ﹤0.01% 1614
2024
Q4 		$111K Sell
2,143
-140
-6% -$6.18K ﹤0.01% 1773
2024
Q3 		$73K Hold
2,283
– – ﹤0.01% 1844
2024
Q2 		$93K Buy
2,283
+1,034
+83% +$35.5K ﹤0.01% 1770
2024
Q1 		$41K Hold
1,249
– – ﹤0.01% 1756
2023
Q4 		$39K Buy
1,249
+1,099
+733% +$29.9K ﹤0.01% 1951
2023
Q3 		$3K Buy
+150
New +$4.27K ﹤0.01% 2189

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

Lazard Asset Management's BROS Position: Q2 2026 in Review

Lazard Asset Management increased its Dutch Bros (BROS) stake by 41% in Q2 2026, buying an estimated $129K and bringing the position to 7,747 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Lazard Asset Management first reported a position in BROS in Q3 2023 and has held it in 12 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Lazard Asset Management held 7,747 shares of Dutch Bros worth $556K as of Q2 2026.
  • Lazard Asset Management bought 2,257 Dutch Bros shares in Q2 2026, an estimated $129K.
  • Dutch Bros made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1403 holding.
  • Lazard Asset Management first reported a position in Dutch Bros in Q3 2023 and has held it in 12 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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