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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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. 101 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.
  • 101 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.