Massachusetts Financial Services
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services's BROS Position: Q1 2026 in Review

Massachusetts Financial Services opened a new position in Dutch Bros (BROS) in Q1 2026: 727,272 shares worth $36.8M. The stake represents 0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Massachusetts Financial Services previously reported a position in BROS as recently as Q1 2022.

Massachusetts Financial Services first reported a position in BROS in Q3 2021 and has held it in 4 quarters since. The position peaked at $41.8M in Q3 2021. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Massachusetts Financial Services held 727,272 shares of Dutch Bros worth $36.8M as of Q1 2026.
  • Dutch Bros was a new Massachusetts Financial Services position in Q1 2026.
  • Dutch Bros made up 0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #526 holding.
  • Massachusetts Financial Services first reported a position in Dutch Bros in Q3 2021 and has held it in 4 quarters since.
  • Massachusetts Financial Services's Dutch Bros position peaked at $41.8M in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.