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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TD Private Client Wealth's BROS Position: Q1 2026 in Review

TD Private Client Wealth reduced its Dutch Bros (BROS) stake by 31% in Q1 2026, selling an estimated $602 and leaving 25 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

TD Private Client Wealth first reported a position in BROS in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.38K in Q1 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • TD Private Client Wealth held 25 shares of Dutch Bros worth $1.27K as of Q1 2026.
  • TD Private Client Wealth sold 11 Dutch Bros shares in Q1 2026, an estimated $602.
  • Dutch Bros made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1350 holding.
  • TD Private Client Wealth first reported a position in Dutch Bros in Q2 2024 and has held it in 8 quarters since.
  • TD Private Client Wealth's Dutch Bros position peaked at $4.38K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.