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Rothschild Investment LLC’s Dutch Bros BROS Stock Holding History

Rothschild Investment LLC’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 		– Sell
-5
Closed -$253 – 3650
2026
Q1 		$253 Sell
5
-6
-55% -$328 ﹤0.01% 3262
2025
Q4 		$673 Buy
11
+10
+1,000% +$568 ﹤0.01% 2825
2025
Q3 		$52 Buy
+1
New +$63 ﹤0.01% 3088

Other funds holding BROS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Rothschild Investment LLC's BROS Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 5 shares — an estimated $253 sold.

Rothschild Investment LLC first reported a position in BROS in Q3 2025 and held it in 3 quarters. The position peaked at $673 in Q4 2025. 251 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 5 Dutch Bros shares in Q2 2026, an estimated $253.
  • Rothschild Investment LLC first reported a position in Dutch Bros in Q3 2025 and held it in 3 quarters.
  • Rothschild Investment LLC's Dutch Bros position peaked at $673 in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.