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SJS Investment Consulting’s Dutch Bros BROS Stock Holding History

SJS Investment Consulting’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 		$790 Hold
11
– – ﹤0.01% 2109
2026
Q1 		$558 Buy
11
+4
+57% +$219 ﹤0.01% 1696
2025
Q4 		$429 Buy
7
+3
+75% +$170 ﹤0.01% 1584
2025
Q3 		$210 Hold
4
– – ﹤0.01% 1454
2025
Q2 		$274 Sell
4
-3
-43% -$196 ﹤0.01% 1286
2025
Q1 		$433 Hold
7
– – ﹤0.01% 1296
2024
Q4 		$367 Buy
+7
New +$309 ﹤0.01% 1343

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

SJS Investment Consulting's BROS Position: Q2 2026 in Review

SJS Investment Consulting held its Dutch Bros (BROS) position steady in Q2 2026 at 11 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

SJS Investment Consulting 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.

  • SJS Investment Consulting held 11 shares of Dutch Bros worth $790 as of Q2 2026.
  • SJS Investment Consulting left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2109 holding.
  • SJS Investment Consulting 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 SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.