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Mount Yale Investment Advisors’s Dutch Bros BROS Stock Holding History

Mount Yale Investment Advisors’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 		$439K Buy
6,109
+982
+19% +$56.3K 0.01% 831
2026
Q1 		$260K Buy
+5,127
New +$280K 0.01% 956

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

Mount Yale Investment Advisors's BROS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Dutch Bros (BROS) stake by 19% in Q2 2026, buying an estimated $56.3K and bringing the position to 6,109 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #831.

Mount Yale Investment Advisors first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Mount Yale Investment Advisors held 6,109 shares of Dutch Bros worth $439K as of Q2 2026.
  • Mount Yale Investment Advisors bought 982 Dutch Bros shares in Q2 2026, an estimated $56.3K.
  • Dutch Bros made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #831 holding.
  • Mount Yale Investment Advisors first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.