MassMutual Private Wealth & Trust’s Dutch Bros BROS Stock Holding History

MassMutual Private Wealth & Trust’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	$1.72K	Sell	24 -7	-23%	-$402	﹤0.01%	2045
2026 Q1	$1.57K	Buy	31 +5	+19%	+$273	﹤0.01%	2034
2025 Q4	$1.59K	Sell	26 -28	-52%	-$1.59K	﹤0.01%	2054
2025 Q3	$2.83K	Buy	54 +18	+50%	+$1.14K	﹤0.01%	1887
2025 Q2	$2.46K	Sell	36 -8	-18%	-$522	﹤0.01%	1896
2025 Q1	$2.72K	Buy	44 +3	+7%	+$198	﹤0.01%	1826
2024 Q4	$2.15K	Buy	+41	New	+$1.81K	﹤0.01%	1817

Other funds holding BROS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

MassMutual Private Wealth & Trust's BROS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Dutch Bros (BROS) stake by 23% in Q2 2026, selling an estimated $402 and leaving 24 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

MassMutual Private Wealth & Trust first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83K in Q3 2025. 69 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

MassMutual Private Wealth & Trust held 24 shares of Dutch Bros worth $1.72K as of Q2 2026.
MassMutual Private Wealth & Trust sold 7 Dutch Bros shares in Q2 2026, an estimated $402.
Dutch Bros made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2045 holding.
MassMutual Private Wealth & Trust first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Dutch Bros position peaked at $2.83K in Q3 2025.
69 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.