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Mitchell McLeod Pugh & Williams’s Dutch Bros BROS Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$359K Hold
5,000
– – 0.04% 246
2026
Q1 		$253K Buy
+5,000
New +$273K 0.04% 260

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

Mitchell McLeod Pugh & Williams's BROS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its Dutch Bros (BROS) position steady in Q2 2026 at 5,000 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #246.

Mitchell McLeod Pugh & Williams first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 5,000 shares of Dutch Bros worth $359K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #246 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.