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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
Q1 		$260K Buy
+5,127
New +$280K 0.01% 956

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mount Yale Investment Advisors's BROS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Dutch Bros (BROS) in Q1 2026: 5,127 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings.

506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Mount Yale Investment Advisors held 5,127 shares of Dutch Bros worth $260K as of Q1 2026.
  • Dutch Bros was a new Mount Yale Investment Advisors position in Q1 2026.
  • Dutch Bros made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #956 holding.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.