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Moody Lynn & Lieberson’s Dutch Bros BROS Stock Holding History

Moody Lynn & Lieberson’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 		$387K Buy
5,387
+141
+3% +$8.09K 0.02% 196
2026
Q1 		$266K Sell
5,246
-42
-0.8% -$2.3K 0.01% 224
2025
Q4 		$324K Sell
5,288
-94
-2% -$5.34K 0.02% 210
2025
Q3 		$282K Buy
5,382
+204
+4% +$12.9K 0.02% 222
2025
Q2 		$354K Sell
5,178
-44
-0.8% -$2.87K 0.02% 199
2025
Q1 		$322K Sell
5,222
-152
-3% -$10K 0.02% 198
2024
Q4 		$281K Buy
+5,374
New +$237K 0.02% 209

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

Moody Lynn & Lieberson's BROS Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Dutch Bros (BROS) stake by 2.7% in Q2 2026, buying an estimated $8.09K and bringing the position to 5,387 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #196.

Moody Lynn & Lieberson first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Moody Lynn & Lieberson held 5,387 shares of Dutch Bros worth $387K as of Q2 2026.
  • Moody Lynn & Lieberson bought 141 Dutch Bros shares in Q2 2026, an estimated $8.09K.
  • Dutch Bros made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #196 holding.
  • Moody Lynn & Lieberson first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.