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Moran Wealth Management’s Dutch Bros BROS Stock Holding History

Moran Wealth Management’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 		$6.81M Buy
94,852
+41,993
+79% +$2.41M 0.19% 171
2026
Q1 		$2.68M Sell
52,859
-1,570
-3% -$85.9K 0.08% 276
2025
Q4 		$3.33M Buy
+54,429
New +$3.09M 0.1% 240

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

Moran Wealth Management's BROS Position: Q2 2026 in Review

Moran Wealth Management increased its Dutch Bros (BROS) stake by 79% in Q2 2026, buying an estimated $2.41M and bringing the position to 94,852 shares worth $6.81M. The position accounts for 0.19% of the portfolio, ranked #171.

Moran Wealth Management first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Moran Wealth Management held 94,852 shares of Dutch Bros worth $6.81M as of Q2 2026.
  • Moran Wealth Management bought 41,993 Dutch Bros shares in Q2 2026, an estimated $2.41M.
  • Dutch Bros made up 0.19% of Moran Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Moran Wealth Management first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.