Massachusetts Financial Services’s Dutch Bros BROS Stock Holding History

Massachusetts Financial Services’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	$16.7M	Sell	233,181 -494,091	-68%	-$28.3M	0.01%	701
2026 Q1	$36.8M	Buy	+727,272	New	+$39.8M	0.01%	526
2022 Q2	–	Sell	-224,667	Closed	-$12.4M	–	852
2022 Q1	$12.4M	Sell	224,667 -288,355	-56%	-$14.7M	﹤0.01%	626
2021 Q4	$26.1M	Sell	513,022 -451,044	-47%	-$25M	0.01%	579
2021 Q3	$41.8M	Buy	+964,066	New	+$45.8M	0.01%	529

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services's BROS Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Dutch Bros (BROS) stake by 68% in Q2 2026, selling an estimated $28.3M and leaving 233,181 shares worth $16.7M. The position accounts for 0.01% of the portfolio, ranked #701.

Massachusetts Financial Services first reported a position in BROS in Q3 2021 and has held it in 5 quarters since. The position peaked at $41.8M in Q3 2021. 557 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Massachusetts Financial Services held 233,181 shares of Dutch Bros worth $16.7M as of Q2 2026.
Massachusetts Financial Services sold 494,091 Dutch Bros shares in Q2 2026, an estimated $28.3M.
Dutch Bros made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #701 holding.
Massachusetts Financial Services first reported a position in Dutch Bros in Q3 2021 and has held it in 5 quarters since.
Massachusetts Financial Services's Dutch Bros position peaked at $41.8M in Q3 2021.
557 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.