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BROS icon

NewEdge Advisors’s Dutch Bros BROS Stock Holding History

NewEdge 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 		$345K Buy
4,810
+528
+12% +$30.3K ﹤0.01% 2379
2026
Q1 		$217K Sell
4,282
-2,349
-35% -$128K ﹤0.01% 2555
2025
Q4 		$406K Buy
6,631
+6,581
+13,162% +$374K ﹤0.01% 2118
2025
Q3 		$2.62K Sell
50
-14,358
-100% -$908K ﹤0.01% 3723
2025
Q2 		$985K Buy
14,408
+14,288
+11,907% +$932K 0.01% 1307
2025
Q1 		$7.41K Buy
120
+50
+71% +$3.29K ﹤0.01% 3188
2024
Q4 		$3.67K Hold
70
– – ﹤0.01% 3316
2024
Q3 		$2.24K Hold
70
– – ﹤0.01% 3359
2024
Q2 		$2.9K Sell
70
-450
-87% -$15.5K ﹤0.01% 3258
2024
Q1 		$17.2K Sell
520
-140
-21% -$4.13K ﹤0.01% 2678
2023
Q4 		$20.9K Hold
660
– – ﹤0.01% 2558
2023
Q3 		$15.3K Hold
660
– – ﹤0.01% 2446
2023
Q2 		$18.8K Hold
660
– – ﹤0.01% 2400
2023
Q1 		$20.9K Sell
660
-342
-34% -$11.6K ﹤0.01% 2324
2022
Q4 		$9.66K Buy
+1,002
New +$33.1K ﹤0.01% 2383

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

NewEdge Advisors's BROS Position: Q2 2026 in Review

NewEdge Advisors increased its Dutch Bros (BROS) stake by 12% in Q2 2026, buying an estimated $30.3K and bringing the position to 4,810 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

NewEdge Advisors first reported a position in BROS in Q4 2022 and has held it in 15 quarters since. The position peaked at $985K in Q2 2025. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • NewEdge Advisors held 4,810 shares of Dutch Bros worth $345K as of Q2 2026.
  • NewEdge Advisors bought 528 Dutch Bros shares in Q2 2026, an estimated $30.3K.
  • Dutch Bros made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2379 holding.
  • NewEdge Advisors first reported a position in Dutch Bros in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Dutch Bros position peaked at $985K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.