SummitTX Capital’s Dutch Bros BROS Stock Holding History

SummitTX Capital’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	–	Sell	-4,234	Closed	-$214K	–	802
2026 Q1	$214K	Sell	4,234 -26,699	-86%	-$1.46M	0.01%	686
2025 Q4	$1.89M	Buy	+30,933	New	+$1.76M	0.06%	317

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 $3.37T AUM 44.26% 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

SummitTX Capital's BROS Position: Q2 2026 in Review

SummitTX Capital sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 4,234 shares — an estimated $214K sold.

SummitTX Capital first reported a position in BROS in Q4 2025 and held it in 2 quarters. The position peaked at $1.89M in Q4 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

SummitTX Capital reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 4,234 Dutch Bros shares in Q2 2026, an estimated $214K.
SummitTX Capital first reported a position in Dutch Bros in Q4 2025 and held it in 2 quarters.
SummitTX Capital's Dutch Bros position peaked at $1.89M in Q4 2025.
558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.