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MV Capital Management’s Dutch Bros BROS Stock Holding History

MV Capital 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 		$144 Buy
2
+1
+100% +$57 ﹤0.01% 1192
2026
Q1 		$51 Hold
1
– – ﹤0.01% 1168
2025
Q4 		$62 Hold
1
– – ﹤0.01% 1138
2025
Q3 		$53 Hold
1
– – ﹤0.01% 1042
2025
Q2 		$69 Sell
1
-1
-50% -$65 ﹤0.01% 1035
2025
Q1 		$124 Buy
2
+1
+100% +$66 ﹤0.01% 974
2024
Q4 		$53 Hold
1
– – ﹤0.01% 1004
2024
Q3 		$33 Buy
+1
New +$35 ﹤0.01% 1036

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

MV Capital Management's BROS Position: Q2 2026 in Review

MV Capital Management increased its Dutch Bros (BROS) stake by 100% in Q2 2026, buying an estimated $57 and bringing the position to 2 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

MV Capital Management first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • MV Capital Management held 2 shares of Dutch Bros worth $144 as of Q2 2026.
  • MV Capital Management bought 1 Dutch Bros share in Q2 2026, an estimated $57.
  • Dutch Bros made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1192 holding.
  • MV Capital Management first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.