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Scratch Capital’s Dutch Bros BROS Stock Holding History

Scratch Capital’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 		$2.51M Buy
34,926
+23,065
+194% +$1.32M 1.24% 13
2026
Q1 		$601K Hold
11,861
– – 0.34% 26
2025
Q4 		$726K Hold
11,861
– – 0.48% 25
2025
Q3 		$621K Sell
11,861
-1
-0% -$63 0.41% 33
2025
Q2 		$811K Sell
11,862
-2,188
-16% -$143K 0.66% 19
2025
Q1 		$867K Sell
14,050
-10,001
-42% -$659K 0.9% 18
2024
Q4 		$1.26M Buy
+24,051
New +$1.06M 1.54% 12

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

Scratch Capital's BROS Position: Q2 2026 in Review

Scratch Capital increased its Dutch Bros (BROS) stake by 194% in Q2 2026, buying an estimated $1.32M and bringing the position to 34,926 shares worth $2.51M. The position accounts for 1.24% of the portfolio, ranked #13.

Scratch Capital first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Scratch Capital held 34,926 shares of Dutch Bros worth $2.51M as of Q2 2026.
  • Scratch Capital bought 23,065 Dutch Bros shares in Q2 2026, an estimated $1.32M.
  • Dutch Bros made up 1.24% of Scratch Capital's portfolio in Q2 2026, its #13 holding.
  • Scratch Capital first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Scratch Capital's 13F filing for Q2 2026, filed 30 Jul 2026.