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Mosley Wealth Management’s Dutch Bros BROS Stock Holding History

Mosley 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 		$3.59K Hold
50
– – ﹤0.01% 455
2026
Q1 		$2.62K Buy
+50
New +$2.73K ﹤0.01% 375

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Mosley Wealth Management held its Dutch Bros (BROS) position steady in Q2 2026 at 50 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Mosley Wealth Management first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Mosley Wealth Management held 50 shares of Dutch Bros worth $3.59K as of Q2 2026.
  • Mosley Wealth Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Mosley Wealth Management first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.