Mercer Global Advisors
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Mercer Global Advisors’s Dutch Bros BROS Stock Holding History

Mercer Global 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
Q1 		$376K Buy
7,528
+1,040
+16% +$56.9K ﹤0.01% 2220
2025
Q4 		$282K Buy
+6,488
New +$369K ﹤0.01% 2288
2025
Q3 		– Sell
-24,365
Closed -$1.66M – 2656
2025
Q2 		$1.66M Buy
24,365
+15,420
+172% +$1.01M ﹤0.01% 964
2025
Q1 		$552K Buy
8,945
+3,591
+67% +$237K ﹤0.01% 1414
2024
Q4 		$280K Buy
+5,354
New +$236K ﹤0.01% 1789
2024
Q3 		– Sell
-3,549
Closed -$457K – 1965
2024
Q2 		$457K Buy
+3,549
New +$122K ﹤0.01% 1352

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

Mercer Global Advisors's BROS Position: Q1 2026 in Review

Mercer Global Advisors increased its Dutch Bros (BROS) stake by 16% in Q1 2026, buying an estimated $56.9K and bringing the position to 7,528 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Mercer Global Advisors first reported a position in BROS in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Mercer Global Advisors held 7,528 shares of Dutch Bros worth $376K as of Q1 2026.
  • Mercer Global Advisors bought 1,040 Dutch Bros shares in Q1 2026, an estimated $56.9K.
  • Dutch Bros made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2220 holding.
  • Mercer Global Advisors first reported a position in Dutch Bros in Q2 2024 and has held it in 6 quarters since.
  • Mercer Global Advisors's Dutch Bros position peaked at $1.66M in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.