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Oberweis Asset Management’s Dutch Bros BROS Stock Holding History

Oberweis Asset 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 		$47.1M Buy
656,093
+57,600
+10% +$3.3M 0.97% 23
2026
Q1 		$30.3M Buy
598,493
+193,993
+48% +$10.6M 0.9% 29
2025
Q4 		$24.8M Hold
404,500
– – 0.91% 28
2025
Q3 		$21.2M Buy
404,500
+166,500
+70% +$10.5M 0.81% 42
2025
Q2 		$16.3M Buy
238,000
+19,000
+9% +$1.24M 0.71% 50
2025
Q1 		$13.5M Hold
219,000
– – 0.67% 56
2024
Q4 		$11.5M Hold
219,000
– – 0.54% 75
2024
Q3 		$7.01M Buy
219,000
+66,300
+43% +$2.34M 0.36% 104
2024
Q2 		$6.32M Buy
+152,700
New +$5.25M 0.39% 101

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

Oberweis Asset Management's BROS Position: Q2 2026 in Review

Oberweis Asset Management increased its Dutch Bros (BROS) stake by 9.6% in Q2 2026, buying an estimated $3.3M and bringing the position to 656,093 shares worth $47.1M. The position accounts for 0.97% of the portfolio, ranked #23.

Oberweis Asset Management first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Oberweis Asset Management held 656,093 shares of Dutch Bros worth $47.1M as of Q2 2026.
  • Oberweis Asset Management bought 57,600 Dutch Bros shares in Q2 2026, an estimated $3.3M.
  • Dutch Bros made up 0.97% of Oberweis Asset Management's portfolio in Q2 2026, its #23 holding.
  • Oberweis Asset Management first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Oberweis Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.