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BROS icon

Ossiam’s Dutch Bros BROS Stock Holding History

Ossiam’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 		$1.09M Sell
15,149
-178,218
-92% -$10.2M 0.01% 394
2026
Q1 		$9.8M Hold
193,367
– – 0.17% 73
2025
Q4 		$11.8M Hold
193,367
– – 0.24% 58
2025
Q3 		$10.1M Buy
193,367
+15,149
+9% +$958K 0.13% 123
2025
Q2 		$12.2M Buy
+178,218
New +$11.6M 0.14% 113

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

Ossiam's BROS Position: Q2 2026 in Review

Ossiam reduced its Dutch Bros (BROS) stake by 92% in Q2 2026, selling an estimated $10.2M and leaving 15,149 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #394.

Ossiam first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q2 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Ossiam held 15,149 shares of Dutch Bros worth $1.09M as of Q2 2026.
  • Ossiam sold 178,218 Dutch Bros shares in Q2 2026, an estimated $10.2M.
  • Dutch Bros made up 0.01% of Ossiam's portfolio in Q2 2026, its #394 holding.
  • Ossiam first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • Ossiam's Dutch Bros position peaked at $12.2M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.