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Sterling Capital Management’s Dutch Bros BROS Stock Holding History

Sterling Capital Management’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 		$55.6K Sell
774
-112
-13% -$6.43K ﹤0.01% 1558
2026
Q1 		$44.9K Buy
886
+47
+6% +$2.57K ﹤0.01% 1684
2025
Q4 		$51.4K Buy
839
+661
+371% +$37.6K ﹤0.01% 1793
2025
Q3 		$9.32K Buy
178
+3
+2% +$190 ﹤0.01% 2520
2025
Q2 		$12K Sell
175
-3,671
-95% -$239K ﹤0.01% 2013
2025
Q1 		$237K Sell
3,846
-815
-17% -$53.7K ﹤0.01% 1157
2024
Q4 		$244K Buy
4,661
+1,476
+46% +$65.1K ﹤0.01% 1219
2024
Q3 		$102K Buy
+3,185
New +$112K ﹤0.01% 1389

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

Sterling Capital Management's BROS Position: Q2 2026 in Review

Sterling Capital Management reduced its Dutch Bros (BROS) stake by 13% in Q2 2026, selling an estimated $6.43K and leaving 774 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Sterling Capital Management first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. The position peaked at $244K in Q4 2024. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Sterling Capital Management held 774 shares of Dutch Bros worth $55.6K as of Q2 2026.
  • Sterling Capital Management sold 112 Dutch Bros shares in Q2 2026, an estimated $6.43K.
  • Dutch Bros made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1558 holding.
  • Sterling Capital Management first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Dutch Bros position peaked at $244K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.