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Reliant Investment Partners’s Dutch Bros BROS Stock Holding History

Reliant Investment Partners’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 		$213K Buy
+2,960
New +$170K 0.14% 119
2025
Q3 		– Sell
-11,287
Closed -$772K – 109
2025
Q2 		$772K Buy
+11,287
New +$736K 0.67% 34

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

Reliant Investment Partners's BROS Position: Q2 2026 in Review

Reliant Investment Partners opened a new position in Dutch Bros (BROS) in Q2 2026: 2,960 shares worth $213K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings. This is a return to the name: Reliant Investment Partners previously reported a position in BROS as recently as Q2 2025.

Reliant Investment Partners first reported a position in BROS in Q2 2025 and has held it in 2 quarters since. The position peaked at $772K in Q2 2025. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Reliant Investment Partners held 2,960 shares of Dutch Bros worth $213K as of Q2 2026.
  • Dutch Bros was a new Reliant Investment Partners position in Q2 2026.
  • Dutch Bros made up 0.14% of Reliant Investment Partners's portfolio in Q2 2026, its #119 holding.
  • Reliant Investment Partners first reported a position in Dutch Bros in Q2 2025 and has held it in 2 quarters since.
  • Reliant Investment Partners's Dutch Bros position peaked at $772K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Reliant Investment Partners's 13F filing for Q2 2026, filed 11 Aug 2026.