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 Q2	$63K	Buy	877 +3	+0.3%	+$172	0.01%	194
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

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 $3.38T AUM 44.17% 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

Stone House Investment Management's BROS Position: Q2 2026 in Review

Stone House Investment Management increased its Dutch Bros (BROS) stake by 0.34% in Q2 2026, buying an estimated $172 and bringing the position to 877 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #194.

Stone House Investment Management first reported a position in BROS in Q1 2023 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Stone House Investment Management held 877 shares of Dutch Bros worth $63K as of Q2 2026.
Stone House Investment Management bought 3 Dutch Bros shares in Q2 2026, an estimated $172.
Dutch Bros made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #194 holding.
Stone House Investment Management first reported a position in Dutch Bros in Q1 2023 and has held it in 13 quarters since.
559 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.