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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
Q2 		$402K Sell
5,601
-6,744
-55% -$387K 0.03% 623
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

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

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

Prelude Capital Management reduced its Dutch Bros (BROS) stake by 55% in Q2 2026, selling an estimated $387K and leaving 5,601 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #623.

Prelude Capital Management first reported a position in BROS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q3 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Prelude Capital Management held 5,601 shares of Dutch Bros worth $402K as of Q2 2026.
  • Prelude Capital Management sold 6,744 Dutch Bros shares in Q2 2026, an estimated $387K.
  • Dutch Bros made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #623 holding.
  • Prelude Capital Management first reported a position in Dutch Bros in Q1 2024 and has held it in 10 quarters since.
  • Prelude Capital Management's Dutch Bros position peaked at $1.5M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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