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MCF Advisors’s Dutch Bros BROS Stock Holding History

MCF Advisors’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 		$16.1K Sell
224
-90
-29% -$5.16K ﹤0.01% 946
2026
Q1 		$15.9K Buy
314
+31
+11% +$1.7K ﹤0.01% 870
2025
Q4 		$17.3K Buy
283
+55
+24% +$3.13K ﹤0.01% 721
2025
Q3 		$11.9K Hold
228
– – ﹤0.01% 659
2025
Q2 		$15.6K Buy
228
+31
+16% +$2.02K ﹤0.01% 591
2025
Q1 		$12.2K Sell
197
-68
-26% -$4.48K ﹤0.01% 617
2024
Q4 		$13.9K Buy
265
+94
+55% +$4.15K ﹤0.01% 610
2024
Q3 		$5.48K Hold
171
– – ﹤0.01% 734
2024
Q2 		$7.08K Buy
+171
New +$5.88K ﹤0.01% 684
2023
Q3 		– Sell
-30
Closed -$854 – 926
2023
Q2 		$854 Buy
+30
New +$890 ﹤0.01% 795

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

MCF Advisors's BROS Position: Q2 2026 in Review

MCF Advisors reduced its Dutch Bros (BROS) stake by 29% in Q2 2026, selling an estimated $5.16K and leaving 224 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

MCF Advisors first reported a position in BROS in Q2 2023 and has held it in 10 quarters since. The position peaked at $17.3K in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • MCF Advisors held 224 shares of Dutch Bros worth $16.1K as of Q2 2026.
  • MCF Advisors sold 90 Dutch Bros shares in Q2 2026, an estimated $5.16K.
  • Dutch Bros made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #946 holding.
  • MCF Advisors first reported a position in Dutch Bros in Q2 2023 and has held it in 10 quarters since.
  • MCF Advisors's Dutch Bros position peaked at $17.3K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.