Mercer Global Advisors
BROS icon

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
Q2 		$693K Buy
9,650
+2,122
+28% +$122K ﹤0.01% 2018
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

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

Mercer Global Advisors's BROS Position: Q2 2026 in Review

Mercer Global Advisors increased its Dutch Bros (BROS) stake by 28% in Q2 2026, buying an estimated $122K and bringing the position to 9,650 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Mercer Global Advisors first reported a position in BROS in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q2 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Mercer Global Advisors held 9,650 shares of Dutch Bros worth $693K as of Q2 2026.
  • Mercer Global Advisors bought 2,122 Dutch Bros shares in Q2 2026, an estimated $122K.
  • Dutch Bros made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2018 holding.
  • Mercer Global Advisors first reported a position in Dutch Bros in Q2 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's Dutch Bros position peaked at $1.66M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.