PCM
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Polymer Capital Management’s Dutch Bros BROS Stock Holding History

Polymer 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
Q1 		$939K Buy
+18,527
New +$1.01M 0.1% 224
2025
Q4 		– Sell
-15,239
Closed -$798K – 783
2025
Q3 		$798K Buy
15,239
+2,425
+19% +$153K 0.08% 273
2025
Q2 		$876K Buy
12,814
+3,283
+34% +$214K 0.1% 194
2025
Q1 		$588K Buy
+9,531
New +$628K 0.15% 134

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Polymer Capital Management's BROS Position: Q1 2026 in Review

Polymer Capital Management opened a new position in Dutch Bros (BROS) in Q1 2026: 18,527 shares worth $939K. The stake represents 0.1% of the portfolio and ranks #224 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in BROS as recently as Q3 2025.

Polymer Capital Management first reported a position in BROS in Q1 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Polymer Capital Management held 18,527 shares of Dutch Bros worth $939K as of Q1 2026.
  • Dutch Bros was a new Polymer Capital Management position in Q1 2026.
  • Dutch Bros made up 0.1% of Polymer Capital Management's portfolio in Q1 2026, its #224 holding.
  • Polymer Capital Management first reported a position in Dutch Bros in Q1 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.