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Salem Investment Counselors’s Dutch Bros BROS Stock Holding History

Salem Investment Counselors’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 		$14.4K Buy
200
+100
+100% +$5.74K ﹤0.01% 835
2026
Q1 		$5.07K Buy
+100
New +$5.47K ﹤0.01% 964

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

Salem Investment Counselors's BROS Position: Q2 2026 in Review

Salem Investment Counselors increased its Dutch Bros (BROS) stake by 100% in Q2 2026, buying an estimated $5.74K and bringing the position to 200 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Salem Investment Counselors first reported a position in BROS in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Salem Investment Counselors held 200 shares of Dutch Bros worth $14.4K as of Q2 2026.
  • Salem Investment Counselors bought 100 Dutch Bros shares in Q2 2026, an estimated $5.74K.
  • Dutch Bros made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #835 holding.
  • Salem Investment Counselors first reported a position in Dutch Bros in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.