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Total Clarity Wealth Management’s Dutch Bros BROS Stock Holding History

Total Clarity Wealth 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
Q1 		$592K Sell
11,689
-390
-3% -$21.3K 0.14% 162
2025
Q4 		$739K Sell
12,079
-530
-4% -$30.1K 0.18% 140
2025
Q3 		$660K Buy
12,609
+175
+1% +$11.1K 0.18% 146
2025
Q2 		$850K Buy
+12,434
New +$811K 0.24% 106
2022
Q3 		– Sell
-2,280
Closed -$72K – 307
2022
Q2 		$72K Buy
+2,280
New +$93.5K 0.04% 358

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

Total Clarity Wealth Management's BROS Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its Dutch Bros (BROS) stake by 3.2% in Q1 2026, selling an estimated $21.3K and leaving 11,689 shares worth $592K. The position accounts for 0.14% of the portfolio, ranked #162.

Total Clarity Wealth Management first reported a position in BROS in Q2 2022 and has held it in 5 quarters since. The position peaked at $850K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Total Clarity Wealth Management held 11,689 shares of Dutch Bros worth $592K as of Q1 2026.
  • Total Clarity Wealth Management sold 390 Dutch Bros shares in Q1 2026, an estimated $21.3K.
  • Dutch Bros made up 0.14% of Total Clarity Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Total Clarity Wealth Management first reported a position in Dutch Bros in Q2 2022 and has held it in 5 quarters since.
  • Total Clarity Wealth Management's Dutch Bros position peaked at $850K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.