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 Q2	$757K	Sell	10,541 -1,148	-10%	-$65.9K	0.15%	161
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Total Clarity Wealth Management's BROS Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Dutch Bros (BROS) stake by 9.8% in Q2 2026, selling an estimated $65.9K and leaving 10,541 shares worth $757K. The position accounts for 0.15% of the portfolio, ranked #161.

Total Clarity Wealth Management first reported a position in BROS in Q2 2022 and has held it in 6 quarters since. The position peaked at $850K in Q2 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Total Clarity Wealth Management held 10,541 shares of Dutch Bros worth $757K as of Q2 2026.
Total Clarity Wealth Management sold 1,148 Dutch Bros shares in Q2 2026, an estimated $65.9K.
Dutch Bros made up 0.15% of Total Clarity Wealth Management's portfolio in Q2 2026, its #161 holding.
Total Clarity Wealth Management first reported a position in Dutch Bros in Q2 2022 and has held it in 6 quarters since.
Total Clarity Wealth Management's Dutch Bros position peaked at $850K in Q2 2025.
558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.