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One Wealth Capital Management’s Dutch Bros BROS Stock Holding History

One Wealth 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
Q2 		$289K Buy
+4,031
New +$231K 0.08% 185

Other funds holding BROS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

One Wealth Capital Management's BROS Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Dutch Bros (BROS) in Q2 2026: 4,031 shares worth $289K. The stake represents 0.08% of the portfolio and ranks #185 among its holdings.

191 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • One Wealth Capital Management held 4,031 shares of Dutch Bros worth $289K as of Q2 2026.
  • Dutch Bros was a new One Wealth Capital Management position in Q2 2026.
  • Dutch Bros made up 0.08% of One Wealth Capital Management's portfolio in Q2 2026, its #185 holding.
  • 191 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.