LIS
BROS icon

Legacy Investment Solutions’s Dutch Bros BROS Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$5.47K Buy
+80
New +$5.22K ﹤0.01% 389
2024
Q4 		$5.34K Hold
80
– – ﹤0.01% 379
2024
Q3 		$3.8K Buy
+80
New +$2.82K ﹤0.01% 417

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legacy Investment Solutions's BROS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Dutch Bros (BROS) in Q2 2025: 80 shares worth $5.47K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BROS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BROS in Q3 2024 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold BROS as of Q2 2025.

  • Legacy Investment Solutions held 80 shares of Dutch Bros worth $5.47K as of Q2 2025.
  • Dutch Bros was a new Legacy Investment Solutions position in Q2 2025.
  • Dutch Bros made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #389 holding.
  • Legacy Investment Solutions first reported a position in Dutch Bros in Q3 2024 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.