Stone House Investment Management’s Dutch Bros BROS Stock Holding History

Stone House Investment 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 Q1	$44.3K	Buy	874 +1	+0.1%	+$55	0.01%	192
2025 Q4	$53.4K	Hold	873	–	–	0.01%	165
2025 Q3	$45.7K	Hold	873	–	–	0.01%	158
2025 Q2	$59.7K	Hold	873	–	–	0.01%	141
2025 Q1	$53.9K	Buy	+873	New	+$57.5K	0.01%	140
2024 Q4	–	Sell	-873	Closed	-$28K	–	88
2024 Q3	$28K	Hold	873	–	–	0.01%	154
2024 Q2	$36.1K	Hold	873	–	–	0.01%	148
2024 Q1	$28.8K	Buy	873 +46	+6%	+$1.36K	0.01%	165
2023 Q4	$26.2K	Buy	827 +225	+37%	+$6.13K	0.01%	112
2023 Q3	$14K	Hold	602	–	–	﹤0.01%	138
2023 Q2	$17.1K	Buy	602 +187	+45%	+$5.55K	0.01%	126
2023 Q1	$13.1K	Buy	+415	New	+$14K	﹤0.01%	141

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Stone House Investment Management's BROS Position: Q1 2026 in Review

Stone House Investment Management increased its Dutch Bros (BROS) stake by 0.11% in Q1 2026, buying an estimated $55 and bringing the position to 874 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #192.

Stone House Investment Management first reported a position in BROS in Q1 2023 and has held it in 12 quarters since. The position peaked at $59.7K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Stone House Investment Management held 874 shares of Dutch Bros worth $44.3K as of Q1 2026.
Stone House Investment Management bought 1 Dutch Bros share in Q1 2026, an estimated $55.
Dutch Bros made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #192 holding.
Stone House Investment Management first reported a position in Dutch Bros in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's Dutch Bros position peaked at $59.7K in Q2 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.