Morgan Stanley
BROS icon

Morgan Stanley’s Dutch Bros BROS Stock Holding History

Morgan Stanley’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 		$136M Sell
1,887,011
-576,589
-23% -$33.1M 0.01% 1314
2026
Q1 		$125M Buy
2,463,600
+754,344
+44% +$41.3M 0.01% 1260
2025
Q4 		$105M Buy
1,709,256
+141,533
+9% +$8.04M 0.01% 1414
2025
Q3 		$82.1M Sell
1,567,723
-403,483
-20% -$25.5M 0.01% 1579
2025
Q2 		$135M Buy
1,971,206
+434,313
+28% +$28.3M 0.01% 1115
2025
Q1 		$94.9M Sell
1,536,893
-446,665
-23% -$29.4M 0.01% 1286
2024
Q4 		$104M Buy
1,983,558
+1,336,379
+206% +$59M 0.01% 1227
2024
Q3 		$20.7M Sell
647,179
-807,214
-56% -$28.5M ﹤0.01% 2769
2024
Q2 		$60.2M Buy
1,454,393
+810,484
+126% +$27.8M ﹤0.01% 1581
2024
Q1 		$21.2M Buy
643,909
+256,425
+66% +$7.57M ﹤0.01% 2625
2023
Q4 		$12.3M Buy
387,484
+232,539
+150% +$6.33M ﹤0.01% 3147
2023
Q3 		$3.6M Sell
154,945
-4,789
-3% -$136K ﹤0.01% 3971
2023
Q2 		$4.54M Sell
159,734
-55,665
-26% -$1.65M ﹤0.01% 3845
2023
Q1 		$6.81M Buy
215,399
+25,828
+14% +$874K ﹤0.01% 3509
2022
Q4 		$5.34M Sell
189,571
-68,491
-27% -$2.27M ﹤0.01% 3698
2022
Q3 		$8.04M Buy
258,062
+93,198
+57% +$3.51M ﹤0.01% 3190
2022
Q2 		$5.22M Sell
164,864
-39,848
-19% -$1.63M ﹤0.01% 3711
2022
Q1 		$11.3M Buy
204,712
+31,583
+18% +$1.61M ﹤0.01% 2771
2021
Q4 		$8.81M Buy
173,129
+104,011
+150% +$5.77M ﹤0.01% 3085
2021
Q3 		$2.99M Buy
+69,118
New +$3.28M ﹤0.01% 4232

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

Morgan Stanley's BROS Position: Q2 2026 in Review

Morgan Stanley reduced its Dutch Bros (BROS) stake by 23% in Q2 2026, selling an estimated $33.1M and leaving 1,887,011 shares worth $136M. The position accounts for 0.01% of the portfolio, ranked #1314.

Morgan Stanley first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Morgan Stanley held 1,887,011 shares of Dutch Bros worth $136M as of Q2 2026.
  • Morgan Stanley sold 576,589 Dutch Bros shares in Q2 2026, an estimated $33.1M.
  • Dutch Bros made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1314 holding.
  • Morgan Stanley first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.