MV Capital Management
BROS icon

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
Q3 		$39 Sell
1
-1
-50% -$54 ﹤0.01% 1266
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MV Capital Management's BROS Position: Q3 2026 in Review

MV Capital Management reduced its Dutch Bros (BROS) stake by 50% in Q3 2026, selling an estimated $54 and leaving 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

MV Capital Management first reported a position in BROS in Q3 2024 and has held it in 9 quarters since. The position peaked at $144 in Q2 2026. 254 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • MV Capital Management held 1 share of Dutch Bros worth $39 as of Q3 2026.
  • MV Capital Management sold 1 Dutch Bros share in Q3 2026, an estimated $54.
  • Dutch Bros made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #1266 holding.
  • MV Capital Management first reported a position in Dutch Bros in Q3 2024 and has held it in 9 quarters since.
  • MV Capital Management's Dutch Bros position peaked at $144 in Q2 2026.
  • 254 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.