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Stephens Investment Management Group’s Dutch Bros BROS Stock Holding History

Stephens Investment Management Group’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 		$67.1M Buy
934,504
+601,447
+181% +$34.5M 0.72% 62
2026
Q1 		$16.9M Buy
333,057
+28,776
+9% +$1.57M 0.23% 125
2025
Q4 		$18.6M Buy
304,281
+84,585
+39% +$4.81M 0.24% 125
2025
Q3 		$11.5M Buy
219,696
+113,257
+106% +$7.16M 0.15% 142
2025
Q2 		$7.28M Buy
+106,439
New +$6.94M 0.1% 157

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

Stephens Investment Management Group's BROS Position: Q2 2026 in Review

Stephens Investment Management Group increased its Dutch Bros (BROS) stake by 181% in Q2 2026, buying an estimated $34.5M and bringing the position to 934,504 shares worth $67.1M. The position accounts for 0.72% of the portfolio, ranked #62.

Stephens Investment Management Group first reported a position in BROS in Q2 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Stephens Investment Management Group held 934,504 shares of Dutch Bros worth $67.1M as of Q2 2026.
  • Stephens Investment Management Group bought 601,447 Dutch Bros shares in Q2 2026, an estimated $34.5M.
  • Dutch Bros made up 0.72% of Stephens Investment Management Group's portfolio in Q2 2026, its #62 holding.
  • Stephens Investment Management Group first reported a position in Dutch Bros in Q2 2025 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.