Salomon & Ludwin’s Dutch Bros BROS Stock Holding History

Salomon & Ludwin’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 Q1	–	Sell	-223	Closed	-$13.4K	–	2110
2025 Q4	$13.4K	Buy	+223	New	+$12.7K	﹤0.01%	1223

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Salomon & Ludwin's BROS Position: Q1 2026 in Review

Salomon & Ludwin sold out of Dutch Bros (BROS) in Q1 2026, closing a stake of 223 shares — an estimated $13.4K sold.

Salomon & Ludwin first reported a position in BROS in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Salomon & Ludwin reported no remaining Dutch Bros position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 223 Dutch Bros shares in Q1 2026, an estimated $13.4K.
Salomon & Ludwin first reported a position in Dutch Bros in Q4 2025 and held it in 1 quarter.
Salomon & Ludwin's Dutch Bros position peaked at $13.4K in Q4 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.