Triton Wealth Management’s Dutch Bros BROS Stock Holding History

Triton 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	$407K	Buy	8,035 +41	+0.5%	+$2.24K	0.15%	76
2025 Q4	$426K	Sell	7,994 -51	-0.6%	-$2.9K	0.16%	76
2025 Q3	$457K	Sell	8,045 -27	-0.3%	-$1.71K	0.17%	65
2025 Q2	$472K	Buy	+8,072	New	+$527K	0.2%	59
2024 Q4	$284K	Hold	8,070	–	–	0.15%	73
2024 Q3	$261K	Sell	8,070 -200	-2%	-$7.05K	0.15%	73
2024 Q2	$323K	Sell	8,270 -337	-4%	-$11.6K	0.19%	58
2024 Q1	$244K	Sell	8,607 -1,700	-16%	-$50.2K	0.17%	65
2023 Q4	$318K	Buy	10,307 +197	+2%	+$5.37K	0.21%	49
2023 Q3	$267K	Hold	10,110	–	–	0.18%	55
2023 Q2	$303K	Sell	10,110 -53	-0.5%	-$1.57K	0.17%	59
2023 Q1	$295K	Sell	10,163 -506	-5%	-$17.1K	0.18%	52
2022 Q4	$370K	Sell	10,669 -2,415	-18%	-$79.9K	0.22%	45
2022 Q3	$433K	Sell	13,084 -600	-4%	-$22.6K	0.26%	38
2022 Q2	$535K	Sell	13,684 -535	-4%	-$21.9K	0.38%	36
2022 Q1	$776K	Hold	14,219	–	–	0.4%	32
2021 Q4	$776K	Sell	14,219 -323	-2%	-$17.9K	0.4%	32
2021 Q3	$842K	Buy	+14,542	New	+$691K	0.4%	31

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Triton Wealth Management's BROS Position: Q1 2026 in Review

Triton Wealth Management increased its Dutch Bros (BROS) stake by 0.51% in Q1 2026, buying an estimated $2.24K and bringing the position to 8,035 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #76.

Triton Wealth Management first reported a position in BROS in Q3 2021 and has held it in 18 quarters since. The position peaked at $842K in Q3 2021. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

Triton Wealth Management held 8,035 shares of Dutch Bros worth $407K as of Q1 2026.
Triton Wealth Management bought 41 Dutch Bros shares in Q1 2026, an estimated $2.24K.
Dutch Bros made up 0.15% of Triton Wealth Management's portfolio in Q1 2026, its #76 holding.
Triton Wealth Management first reported a position in Dutch Bros in Q3 2021 and has held it in 18 quarters since.
Triton Wealth Management's Dutch Bros position peaked at $842K in Q3 2021.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.