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Prime Capital Investment Advisors’s Dutch Bros BROS Stock Holding History

Prime Capital Investment Advisors’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 		$426K Buy
5,933
+341
+6% +$19.6K ﹤0.01% 742
2026
Q1 		$283K Buy
5,592
+1,519
+37% +$83.1K ﹤0.01% 854
2025
Q4 		$249K Buy
+4,073
New +$231K ﹤0.01% 888
2025
Q3 		– Sell
-3,440
Closed -$235K – 1036
2025
Q2 		$235K Sell
3,440
-3,437
-50% -$224K ﹤0.01% 838
2025
Q1 		$425K Buy
+6,877
New +$453K 0.01% 725

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Prime Capital Investment Advisors's BROS Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Dutch Bros (BROS) stake by 6.1% in Q2 2026, buying an estimated $19.6K and bringing the position to 5,933 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Prime Capital Investment Advisors first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Prime Capital Investment Advisors held 5,933 shares of Dutch Bros worth $426K as of Q2 2026.
  • Prime Capital Investment Advisors bought 341 Dutch Bros shares in Q2 2026, an estimated $19.6K.
  • Dutch Bros made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #742 holding.
  • Prime Capital Investment Advisors first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.