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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
Q2 		$2.3M Buy
32,098
+13,571
+73% +$779K 0.31% 68
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

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

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

Polymer Capital Management increased its Dutch Bros (BROS) stake by 73% in Q2 2026, buying an estimated $779K and bringing the position to 32,098 shares worth $2.3M. The position accounts for 0.31% of the portfolio, ranked #68.

Polymer Capital Management first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Polymer Capital Management held 32,098 shares of Dutch Bros worth $2.3M as of Q2 2026.
  • Polymer Capital Management bought 13,571 Dutch Bros shares in Q2 2026, an estimated $779K.
  • Dutch Bros made up 0.31% of Polymer Capital Management's portfolio in Q2 2026, its #68 holding.
  • Polymer Capital Management first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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