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ROI Financial Advisors’s Dutch Bros BROS Stock Holding History

ROI Financial 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 		$457K Sell
6,369
-1,260
-17% -$72.3K 0.24% 53
2026
Q1 		$386K Buy
7,629
+28
+0.4% +$1.53K 0.23% 51
2025
Q4 		$465K Buy
7,601
+96
+1% +$5.45K 0.27% 50
2025
Q3 		$393K Buy
7,505
+3,231
+76% +$204K 0.23% 51
2025
Q2 		$292K Buy
+4,274
New +$279K 0.19% 56

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

ROI Financial Advisors's BROS Position: Q2 2026 in Review

ROI Financial Advisors reduced its Dutch Bros (BROS) stake by 17% in Q2 2026, selling an estimated $72.3K and leaving 6,369 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #53.

ROI Financial Advisors first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. The position peaked at $465K in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • ROI Financial Advisors held 6,369 shares of Dutch Bros worth $457K as of Q2 2026.
  • ROI Financial Advisors sold 1,260 Dutch Bros shares in Q2 2026, an estimated $72.3K.
  • Dutch Bros made up 0.24% of ROI Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • ROI Financial Advisors first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • ROI Financial Advisors's Dutch Bros position peaked at $465K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.