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Osterweis Capital Management’s Dutch Bros BROS Stock Holding History

Osterweis 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 		$14.5M Buy
+201,610
New +$11.6M 0.68% 50
2026
Q1 		– Sell
-396
Closed -$24.2K – 237
2025
Q4 		$24.2K Sell
396
-70,945
-99% -$4.03M ﹤0.01% 260
2025
Q3 		$3.73M Buy
71,341
+70,945
+17,915% +$4.49M 0.17% 85
2025
Q2 		$27.1K Buy
+396
New +$25.8K ﹤0.01% 252

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

Osterweis Capital Management's BROS Position: Q2 2026 in Review

Osterweis Capital Management opened a new position in Dutch Bros (BROS) in Q2 2026: 201,610 shares worth $14.5M. The stake represents 0.68% of the portfolio and ranks #50 among its holdings. This is a return to the name: Osterweis Capital Management previously reported a position in BROS as recently as Q4 2025.

Osterweis Capital Management first reported a position in BROS in Q2 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Osterweis Capital Management held 201,610 shares of Dutch Bros worth $14.5M as of Q2 2026.
  • Dutch Bros was a new Osterweis Capital Management position in Q2 2026.
  • Dutch Bros made up 0.68% of Osterweis Capital Management's portfolio in Q2 2026, its #50 holding.
  • Osterweis Capital Management first reported a position in Dutch Bros in Q2 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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