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Richards, Merrill & Peterson’s Dutch Bros BROS Stock Holding History

Richards, Merrill & Peterson’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 		$507K Sell
7,055
-400
-5% -$22.9K 0.16% 123
2026
Q1 		$378K Buy
7,455
+60
+0.8% +$3.28K 0.14% 134
2025
Q4 		$453K Buy
7,395
+50
+0.7% +$2.84K 0.17% 121
2025
Q3 		$384K Buy
7,345
+248
+3% +$15.7K 0.17% 124
2025
Q2 		$485K Buy
7,097
+378
+6% +$24.7K 0.23% 106
2025
Q1 		$415K Hold
6,719
– – 0.22% 102
2024
Q4 		$352K Buy
+6,719
New +$296K 0.18% 108

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

Richards, Merrill & Peterson's BROS Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Dutch Bros (BROS) stake by 5.4% in Q2 2026, selling an estimated $22.9K and leaving 7,055 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #123.

Richards, Merrill & Peterson first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Richards, Merrill & Peterson held 7,055 shares of Dutch Bros worth $507K as of Q2 2026.
  • Richards, Merrill & Peterson sold 400 Dutch Bros shares in Q2 2026, an estimated $22.9K.
  • Dutch Bros made up 0.16% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #123 holding.
  • Richards, Merrill & Peterson first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.