Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Dutch Bros BROS Stock Holding History

Northwestern Mutual Wealth 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 		$162K Sell
2,256
-29
-1% -$1.66K ﹤0.01% 2080
2026
Q1 		$116K Sell
2,285
-1,768
-44% -$96.7K ﹤0.01% 2117
2025
Q4 		$248K Buy
4,053
+3,101
+326% +$176K ﹤0.01% 1775
2025
Q3 		$49.8K Buy
952
+69
+8% +$4.36K ﹤0.01% 2319
2025
Q2 		$60.4K Sell
883
-25
-3% -$1.63K ﹤0.01% 2176
2025
Q1 		$56.1K Sell
908
-47
-5% -$3.1K ﹤0.01% 2141
2024
Q4 		$50K Buy
955
+250
+35% +$11K ﹤0.01% 2187
2024
Q3 		$22.6K Sell
705
-368
-34% -$13K ﹤0.01% 2420
2024
Q2 		$44.4K Buy
+1,073
New +$36.9K ﹤0.01% 2129
2023
Q3 		– Sell
-150
Closed -$4.27K – 3304
2023
Q2 		$4.27K Buy
+150
New +$4.45K ﹤0.01% 2830
2023
Q1 		– Sell
-250
Closed -$7.05K – 3372
2022
Q4 		$7.05K Buy
+250
New +$8.27K ﹤0.01% 2628

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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's BROS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Dutch Bros (BROS) stake by 1.3% in Q2 2026, selling an estimated $1.66K and leaving 2,256 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Northwestern Mutual Wealth Management first reported a position in BROS in Q4 2022 and has held it in 11 quarters since. The position peaked at $248K in Q4 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Northwestern Mutual Wealth Management held 2,256 shares of Dutch Bros worth $162K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 29 Dutch Bros shares in Q2 2026, an estimated $1.66K.
  • Dutch Bros made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2080 holding.
  • Northwestern Mutual Wealth Management first reported a position in Dutch Bros in Q4 2022 and has held it in 11 quarters since.
  • Northwestern Mutual Wealth Management's Dutch Bros position peaked at $248K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.