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Timelo Investment Management’s Dutch Bros BROS Stock Holding History

Timelo Investment Management’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 		$2.01M Sell
28,000
-20,000
-42% -$1.15M 0.58% 20
2026
Q1 		$2.43M Buy
48,000
+3,000
+7% +$164K 1.92% 13
2025
Q4 		$2.75M Buy
45,000
+17,000
+61% +$966K 0.98% 15
2025
Q3 		$1.47M Buy
+28,000
New +$1.77M 0.55% 16

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

Timelo Investment Management's BROS Position: Q2 2026 in Review

Timelo Investment Management reduced its Dutch Bros (BROS) stake by 42% in Q2 2026, selling an estimated $1.15M and leaving 28,000 shares worth $2.01M. The position accounts for 0.58% of the portfolio, ranked #20.

Timelo Investment Management first reported a position in BROS in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.75M in Q4 2025. 557 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Timelo Investment Management held 28,000 shares of Dutch Bros worth $2.01M as of Q2 2026.
  • Timelo Investment Management sold 20,000 Dutch Bros shares in Q2 2026, an estimated $1.15M.
  • Dutch Bros made up 0.58% of Timelo Investment Management's portfolio in Q2 2026, its #20 holding.
  • Timelo Investment Management first reported a position in Dutch Bros in Q3 2025 and has held it in 4 quarters since.
  • Timelo Investment Management's Dutch Bros position peaked at $2.75M in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Timelo Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.