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My Legacy Advisors’s Dutch Bros BROS Stock Holding History

My Legacy 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
2025
Q2 		$321K Buy
5,031
+580
+13% +$37.8K 0.11% 169
2025
Q1 		$275K Hold
4,451
– – 0.11% 181
2024
Q4 		$262K Buy
+4,451
New +$196K 0.1% 182

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

My Legacy Advisors's BROS Position: Q2 2025 in Review

My Legacy Advisors increased its Dutch Bros (BROS) stake by 13% in Q2 2025, buying an estimated $37.8K and bringing the position to 5,031 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #169.

My Legacy Advisors first reported a position in BROS in Q4 2024 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold BROS as of Q2 2025.

  • My Legacy Advisors held 5,031 shares of Dutch Bros worth $321K as of Q2 2025.
  • My Legacy Advisors bought 580 Dutch Bros shares in Q2 2025, an estimated $37.8K.
  • Dutch Bros made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #169 holding.
  • My Legacy Advisors first reported a position in Dutch Bros in Q4 2024 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.