Michael Gelband’s Dutch Bros BROS Stock Holding History

Michael Gelband’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	$4.19M	Buy	+58,312	New	+$3.35M	0.03%	555
2025 Q4	–	Sell	-138,176	Closed	-$7.23M	–	1571
2025 Q3	$7.23M	Buy	138,176 +43,570	+46%	+$2.75M	0.07%	288
2025 Q2	$6.47M	Sell	94,606 -37,211	-28%	-$2.43M	0.06%	353
2025 Q1	$8.14M	Buy	131,817 +5,235	+4%	+$345K	0.08%	263
2024 Q4	$6.63M	Buy	126,582 +112,202	+780%	+$4.95M	0.05%	373
2024 Q3	$461K	Buy	+14,380	New	+$507K	﹤0.01%	1218
2024 Q2	–	Sell	-52,114	Closed	-$1.72M	–	1547
2024 Q1	$1.72M	Buy	52,114 +9,380	+22%	+$277K	0.01%	764
2023 Q4	$1.35M	Buy	+42,734	New	+$1.16M	0.01%	703

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Michael Gelband's BROS Position: Q2 2026 in Review

Michael Gelband opened a new position in Dutch Bros (BROS) in Q2 2026: 58,312 shares worth $4.19M. The stake represents 0.03% of the portfolio and ranks #555 among its holdings. This is a return to the name: Michael Gelband previously reported a position in BROS as recently as Q3 2025.

Michael Gelband first reported a position in BROS in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.14M in Q1 2025. 552 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Michael Gelband held 58,312 shares of Dutch Bros worth $4.19M as of Q2 2026.
Dutch Bros was a new Michael Gelband position in Q2 2026.
Dutch Bros made up 0.03% of Michael Gelband's portfolio in Q2 2026, its #555 holding.
Michael Gelband first reported a position in Dutch Bros in Q4 2023 and has held it in 8 quarters since.
Michael Gelband's Dutch Bros position peaked at $8.14M in Q1 2025.
552 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.