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R Squared’s Dutch Bros BROS Stock Holding History

R Squared’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 		$252K Buy
+3,514
New +$202K 0.13% 284
2025
Q1 		– Sell
-470
Closed -$24.6K – 475
2024
Q4 		$24.6K Buy
+470
New +$20.7K 0.02% 785

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

R Squared's BROS Position: Q2 2026 in Review

R Squared opened a new position in Dutch Bros (BROS) in Q2 2026: 3,514 shares worth $252K. The stake represents 0.13% of the portfolio and ranks #284 among its holdings. This is a return to the name: R Squared previously reported a position in BROS as recently as Q4 2024.

R Squared first reported a position in BROS in Q4 2024 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • R Squared held 3,514 shares of Dutch Bros worth $252K as of Q2 2026.
  • Dutch Bros was a new R Squared position in Q2 2026.
  • Dutch Bros made up 0.13% of R Squared's portfolio in Q2 2026, its #284 holding.
  • R Squared first reported a position in Dutch Bros in Q4 2024 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.