LPL Financial
BROS icon

LPL Financial’s Dutch Bros BROS Stock Holding History

LPL Financial’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 		$42.8M Buy
596,446
+21,023
+4% +$1.21M 0.01% 1098
2026
Q1 		$29.2M Buy
575,423
+12,213
+2% +$668K 0.01% 1221
2025
Q4 		$34.5M Buy
563,210
+18,988
+3% +$1.08M 0.01% 1060
2025
Q3 		$28.5M Buy
544,222
+54,681
+11% +$3.46M 0.01% 1140
2025
Q2 		$33.5M Buy
489,541
+141,566
+41% +$9.23M 0.01% 964
2025
Q1 		$21.5M Buy
347,975
+38,585
+12% +$2.54M 0.01% 1111
2024
Q4 		$16.2M Sell
309,390
-3,931
-1% -$173K 0.01% 1209
2024
Q3 		$10M Sell
313,321
-33,842
-10% -$1.19M ﹤0.01% 1463
2024
Q2 		$14.4M Sell
347,163
-7,237
-2% -$249K 0.01% 1141
2024
Q1 		$11.7M Sell
354,400
-13,580
-4% -$401K 0.01% 1233
2023
Q4 		$11.7M Buy
367,980
+8,611
+2% +$235K 0.01% 1159
2023
Q3 		$8.36M Buy
359,369
+11,139
+3% +$317K 0.01% 1272
2023
Q2 		$9.91M Buy
348,230
+28,781
+9% +$854K 0.01% 1145
2023
Q1 		$10.1M Sell
319,449
-2,564
-0.8% -$86.8K 0.01% 1074
2022
Q4 		$9.08M Buy
322,013
+1,052
+0.3% +$34.8K 0.01% 1084
2022
Q3 		$10M Sell
320,961
-5,479
-2% -$206K 0.01% 954
2022
Q2 		$10.3M Buy
+326,440
New +$13.4M 0.01% 944
2022
Q1 		– Sell
-164,430
Closed -$8.37M – 4207
2021
Q4 		$8.37M Buy
164,430
+98,666
+150% +$5.48M 0.01% 1133
2021
Q3 		$2.85M Buy
+65,764
New +$3.12M ﹤0.01% 1785

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

LPL Financial's BROS Position: Q2 2026 in Review

LPL Financial increased its Dutch Bros (BROS) stake by 3.7% in Q2 2026, buying an estimated $1.21M and bringing the position to 596,446 shares worth $42.8M. The position accounts for 0.01% of the portfolio, ranked #1098.

LPL Financial first reported a position in BROS in Q3 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • LPL Financial held 596,446 shares of Dutch Bros worth $42.8M as of Q2 2026.
  • LPL Financial bought 21,023 Dutch Bros shares in Q2 2026, an estimated $1.21M.
  • Dutch Bros made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1098 holding.
  • LPL Financial first reported a position in Dutch Bros in Q3 2021 and has held it in 19 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.