Prelude Capital Management’s Dutch Bros BROS Stock Holding History

Prelude 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	$625K	Sell	12,345 -3,955	-24%	-$216K	0.05%	430
2025 Q4	$998K	Sell	16,300 -12,309	-43%	-$699K	0.07%	308
2025 Q3	$1.5M	Buy	28,609 +20,442	+250%	+$1.29M	0.12%	222
2025 Q2	$558K	Sell	8,167 -1,278	-14%	-$83.4K	0.05%	403
2025 Q1	$583K	Sell	9,445 -7,840	-45%	-$516K	0.04%	457
2024 Q4	$905K	Sell	17,285 -17,377	-50%	-$767K	0.06%	416
2024 Q3	$1.11M	Buy	34,662 +19,393	+127%	+$684K	0.07%	357
2024 Q2	$632K	Buy	15,269 +7,075	+86%	+$243K	0.04%	444
2024 Q1	$270K	Buy	+8,194	New	+$242K	0.01%	949

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Prelude Capital Management reduced its Dutch Bros (BROS) stake by 24% in Q1 2026, selling an estimated $216K and leaving 12,345 shares worth $625K. The position accounts for 0.05% of the portfolio, ranked #430.

Prelude Capital Management first reported a position in BROS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q3 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Prelude Capital Management held 12,345 shares of Dutch Bros worth $625K as of Q1 2026.
Prelude Capital Management sold 3,955 Dutch Bros shares in Q1 2026, an estimated $216K.
Dutch Bros made up 0.05% of Prelude Capital Management's portfolio in Q1 2026, its #430 holding.
Prelude Capital Management first reported a position in Dutch Bros in Q1 2024 and has held it in 9 quarters since.
Prelude Capital Management's Dutch Bros position peaked at $1.5M in Q3 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.