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Lighthouse Investment Partners’s Dutch Bros BROS Stock Holding History

Lighthouse Investment Partners’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 		$1.56M Sell
21,723
-10,752
-33% -$617K 0.04% 406
2026
Q1 		$1.65M Sell
32,475
-52,874
-62% -$2.89M 0.06% 342
2025
Q4 		$5.23M Buy
+85,349
New +$4.85M 0.16% 184
2024
Q4 		– Sell
-33,500
Closed -$1.07M – 511
2024
Q3 		$1.07M Buy
+33,500
New +$1.18M 0.04% 321

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's BROS Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Dutch Bros (BROS) stake by 33% in Q2 2026, selling an estimated $617K and leaving 21,723 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #406.

Lighthouse Investment Partners first reported a position in BROS in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.23M in Q4 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Lighthouse Investment Partners held 21,723 shares of Dutch Bros worth $1.56M as of Q2 2026.
  • Lighthouse Investment Partners sold 10,752 Dutch Bros shares in Q2 2026, an estimated $617K.
  • Dutch Bros made up 0.04% of Lighthouse Investment Partners's portfolio in Q2 2026, its #406 holding.
  • Lighthouse Investment Partners first reported a position in Dutch Bros in Q3 2024 and has held it in 4 quarters since.
  • Lighthouse Investment Partners's Dutch Bros position peaked at $5.23M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.