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Tanglewood Legacy Advisors’s Dutch Bros BROS Stock Holding History

Tanglewood Legacy Advisors’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 		$3.59K Hold
50
– – ﹤0.01% 265
2026
Q1 		$2.53K Hold
50
– – ﹤0.01% 253
2025
Q4 		$3.06K Hold
50
– – ﹤0.01% 251
2025
Q3 		$2.62K Hold
50
– – ﹤0.01% 258
2025
Q2 		$3.42K Hold
50
– – ﹤0.01% 264
2025
Q1 		$3.09K Hold
50
– – ﹤0.01% 275
2024
Q4 		$2.62K Hold
50
– – ﹤0.01% 275
2024
Q3 		$1.6K Buy
+50
New +$1.76K ﹤0.01% 266

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

Tanglewood Legacy Advisors's BROS Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Dutch Bros (BROS) position steady in Q2 2026 at 50 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Tanglewood Legacy Advisors first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Tanglewood Legacy Advisors held 50 shares of Dutch Bros worth $3.59K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #265 holding.
  • Tanglewood Legacy Advisors first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.