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TD Private Client Wealth’s Dutch Bros BROS Stock Holding History

TD Private Client Wealth’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 		$1.79K Hold
25
– – ﹤0.01% 1377
2026
Q1 		$1.27K Sell
25
-11
-31% -$602 ﹤0.01% 1350
2025
Q4 		$2.2K Buy
36
+11
+44% +$625 ﹤0.01% 1259
2025
Q3 		$1.31K Hold
25
– – ﹤0.01% 1297
2025
Q2 		$1.71K Sell
25
-46
-65% -$3K ﹤0.01% 1244
2025
Q1 		$4.38K Buy
71
+46
+184% +$3.03K ﹤0.01% 1096
2024
Q4 		$1.31K Hold
25
– – ﹤0.01% 1230
2024
Q3 		$801 Hold
25
– – ﹤0.01% 1241
2024
Q2 		$1.03K Buy
+25
New +$859 ﹤0.01% 1168

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

TD Private Client Wealth's BROS Position: Q2 2026 in Review

TD Private Client Wealth held its Dutch Bros (BROS) position steady in Q2 2026 at 25 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

TD Private Client Wealth first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.38K in Q1 2025. 557 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • TD Private Client Wealth held 25 shares of Dutch Bros worth $1.79K as of Q2 2026.
  • TD Private Client Wealth left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1377 holding.
  • TD Private Client Wealth first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • TD Private Client Wealth's Dutch Bros position peaked at $4.38K in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.