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Tempo Wealth’s Dutch Bros BROS Stock Holding History

Tempo 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 		$238K Buy
+3,312
New +$190K 0.04% 214
2026
Q1 		– Sell
-3,312
Closed -$203K – 217
2025
Q4 		$203K Buy
+3,312
New +$188K 0.04% 209

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

Tempo Wealth's BROS Position: Q2 2026 in Review

Tempo Wealth opened a new position in Dutch Bros (BROS) in Q2 2026: 3,312 shares worth $238K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Tempo Wealth previously reported a position in BROS as recently as Q4 2025.

Tempo Wealth first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Tempo Wealth held 3,312 shares of Dutch Bros worth $238K as of Q2 2026.
  • Dutch Bros was a new Tempo Wealth position in Q2 2026.
  • Dutch Bros made up 0.04% of Tempo Wealth's portfolio in Q2 2026, its #214 holding.
  • Tempo Wealth first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Tempo Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.