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Steward Partners Investment Advisory’s Dutch Bros BROS Stock Holding History

Steward Partners Investment Advisory’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 		$2.32M Buy
32,316
+8,341
+35% +$479K 0.01% 854
2026
Q1 		$1.21M Buy
23,975
+1,715
+8% +$93.8K 0.01% 1057
2025
Q4 		$1.36M Buy
22,260
+3,654
+20% +$208K 0.01% 930
2025
Q3 		$974K Buy
18,606
+1,492
+9% +$94.3K 0.01% 1060
2025
Q2 		$1.17M Sell
17,114
-56
-0.3% -$3.65K 0.01% 930
2025
Q1 		$1.06M Sell
17,170
-8,918
-34% -$587K 0.01% 896
2024
Q4 		$1.37M Sell
26,088
-100
-0.4% -$4.41K 0.01% 763
2024
Q3 		$839K Buy
26,188
+1,900
+8% +$67K 0.01% 923
2024
Q2 		$1.01M Buy
24,288
+2,915
+14% +$100K 0.01% 810
2024
Q1 		$705K Buy
21,373
+4,057
+23% +$120K 0.01% 918
2023
Q4 		$548K Buy
17,316
+1,441
+9% +$39.2K 0.01% 956
2023
Q3 		$369K Buy
15,875
+4,200
+36% +$120K 0.01% 1039
2023
Q2 		$332K Buy
11,675
+575
+5% +$17.1K 0.01% 1083
2023
Q1 		$351K Buy
11,100
+1,000
+10% +$33.8K 0.01% 1054
2022
Q4 		$285K Sell
10,100
-2,400
-19% -$79.4K ﹤0.01% 1096
2022
Q3 		$389K Sell
12,500
-1,400
-10% -$52.7K 0.01% 945
2022
Q2 		$440K Buy
13,900
+1,100
+9% +$45.1K 0.01% 895
2022
Q1 		$707K Buy
12,800
+6,300
+97% +$321K 0.01% 806
2021
Q4 		$331K Buy
6,500
+5,750
+767% +$319K 0.01% 1096
2021
Q3 		$32K Buy
+750
New +$35.6K ﹤0.01% 2095

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

Steward Partners Investment Advisory's BROS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dutch Bros (BROS) stake by 35% in Q2 2026, buying an estimated $479K and bringing the position to 32,316 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #854.

Steward Partners Investment Advisory first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Steward Partners Investment Advisory held 32,316 shares of Dutch Bros worth $2.32M as of Q2 2026.
  • Steward Partners Investment Advisory bought 8,341 Dutch Bros shares in Q2 2026, an estimated $479K.
  • Dutch Bros made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #854 holding.
  • Steward Partners Investment Advisory first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.