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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
Q2 		$572K Buy
8,815
+780
+10% +$44.8K 0.18% 62
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

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

Triton Wealth Management's BROS Position: Q2 2026 in Review

Triton Wealth Management increased its Dutch Bros (BROS) stake by 9.7% in Q2 2026, buying an estimated $44.8K and bringing the position to 8,815 shares worth $572K. The position accounts for 0.18% of the portfolio, ranked #62.

Triton Wealth Management first reported a position in BROS in Q3 2021 and has held it in 19 quarters since. The position peaked at $842K in Q3 2021. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Triton Wealth Management held 8,815 shares of Dutch Bros worth $572K as of Q2 2026.
  • Triton Wealth Management bought 780 Dutch Bros shares in Q2 2026, an estimated $44.8K.
  • Dutch Bros made up 0.18% of Triton Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Triton Wealth Management first reported a position in Dutch Bros in Q3 2021 and has held it in 19 quarters since.
  • Triton Wealth Management's Dutch Bros position peaked at $842K in Q3 2021.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.