Sound Income Strategies’s Dutch Bros BROS Stock Holding History

Sound Income Strategies’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	-9	Closed	-$455	–	728
2026 Q1	$455	Buy	+9	New	+$492	﹤0.01%	2397

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Income Strategies's BROS Position: Q2 2026 in Review

Sound Income Strategies sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 9 shares — an estimated $455 sold.

Sound Income Strategies first reported a position in BROS in Q1 2026 and held it in 1 quarter. The position peaked at $455 in Q1 2026. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Sound Income Strategies reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 9 Dutch Bros shares in Q2 2026, an estimated $455.
Sound Income Strategies first reported a position in Dutch Bros in Q1 2026 and held it in 1 quarter.
Sound Income Strategies's Dutch Bros position peaked at $455 in Q1 2026.
554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.