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MSH Capital Advisors’s Dutch Bros BROS Stock Holding History

MSH Capital 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 		$438K Buy
6,095
+250
+4% +$14.3K 0.08% 227
2026
Q1 		$296K Buy
5,845
+303
+5% +$16.6K 0.06% 226
2025
Q4 		$339K Buy
+5,542
New +$315K 0.07% 214
2025
Q3 		– Sell
-3,000
Closed -$205K – 244
2025
Q2 		$205K Buy
+3,000
New +$196K 0.06% 232

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 $3.37T AUM 44.26% 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

MSH Capital Advisors's BROS Position: Q2 2026 in Review

MSH Capital Advisors increased its Dutch Bros (BROS) stake by 4.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 6,095 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #227.

MSH Capital Advisors first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • MSH Capital Advisors held 6,095 shares of Dutch Bros worth $438K as of Q2 2026.
  • MSH Capital Advisors bought 250 Dutch Bros shares in Q2 2026, an estimated $14.3K.
  • Dutch Bros made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #227 holding.
  • MSH Capital Advisors first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.