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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
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

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 $97.9B AUM 20.73% 1-Year Est. Return

MSH Capital Advisors's BROS Position: Q1 2026 in Review

MSH Capital Advisors increased its Dutch Bros (BROS) stake by 5.5% in Q1 2026, buying an estimated $16.6K and bringing the position to 5,845 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #226.

MSH Capital Advisors first reported a position in BROS in Q2 2025 and has held it in 3 quarters since. The position peaked at $339K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • MSH Capital Advisors held 5,845 shares of Dutch Bros worth $296K as of Q1 2026.
  • MSH Capital Advisors bought 303 Dutch Bros shares in Q1 2026, an estimated $16.6K.
  • Dutch Bros made up 0.06% of MSH Capital Advisors's portfolio in Q1 2026, its #226 holding.
  • MSH Capital Advisors first reported a position in Dutch Bros in Q2 2025 and has held it in 3 quarters since.
  • MSH Capital Advisors's Dutch Bros position peaked at $339K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.