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Morton Brown Family Wealth’s Dutch Bros BROS Stock Holding History

Morton Brown Family Wealth’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 		$7.18K Hold
100
– – ﹤0.01% 218
2026
Q1 		$5.07K Hold
100
– – ﹤0.01% 225
2025
Q4 		$6.12K Hold
100
– – ﹤0.01% 217
2025
Q3 		$5.23K Buy
+100
New +$6.32K ﹤0.01% 216

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's BROS Position: Q2 2026 in Review

Morton Brown Family Wealth held its Dutch Bros (BROS) position steady in Q2 2026 at 100 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Morton Brown Family Wealth first reported a position in BROS in Q3 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Morton Brown Family Wealth held 100 shares of Dutch Bros worth $7.18K as of Q2 2026.
  • Morton Brown Family Wealth left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #218 holding.
  • Morton Brown Family Wealth first reported a position in Dutch Bros in Q3 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.