O'Shaughnessy Asset Management’s Dutch Bros BROS Stock Holding History

O'Shaughnessy 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	$248K	Buy	+3,447	New	+$198K	﹤0.01%	1937

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's BROS Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Dutch Bros (BROS) in Q2 2026: 3,447 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1937 among its holdings.

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

O'Shaughnessy Asset Management held 3,447 shares of Dutch Bros worth $248K as of Q2 2026.
Dutch Bros was a new O'Shaughnessy Asset Management position in Q2 2026.
Dutch Bros made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1937 holding.
550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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