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TSG Consumer Partners’s Dutch Bros BROS Stock Holding History

TSG Consumer Partners’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 		$114M Sell
1,587,292
-692,554
-30% -$39.7M 100% 1
2026
Q1 		$115M Hold
2,279,846
– – 100% 1
2025
Q4 		$140M Hold
2,279,846
– – 100% 1
2025
Q3 		$119M Sell
2,279,846
-67,500
-3% -$4.27M 100% 1
2025
Q2 		$160M Hold
2,347,346
– – 100% 1
2025
Q1 		$145M Sell
2,347,346
-1,161,060
-33% -$76.5M 100% 1
2024
Q4 		$184M Sell
3,508,406
-1,709,563
-33% -$75.4M 100% 1
2024
Q3 		$167M Buy
5,217,969
+2
+0% +$70 31.76% 2
2024
Q2 		$216M Sell
5,217,967
-25,332,851
-83% -$870M 32.99% 2
2024
Q1 		$1.01B Sell
30,550,818
-16,000,010
-34% -$472M 63.67% 1
2023
Q4 		$1.47B Sell
46,550,828
-6,935,070
-13% -$189M 69.7% 1
2023
Q3 		$1.24B Hold
53,485,898
– – 64.29% 1
2023
Q2 		$1.52B Hold
53,485,898
– – 63.45% 1
2023
Q1 		$1.69B Hold
53,485,898
– – 59.26% 1
2022
Q4 		$1.51B Hold
53,485,898
– – 52.63% 1
2022
Q3 		$1.67B Sell
53,485,898
-5,979,605
-10% -$225M 58.49% 1
2022
Q2 		$1.88B Hold
59,465,503
– – 51.65% 1
2022
Q1 		$3.29B Sell
59,465,503
-5,000,000
-8% -$255M 66.95% 1
2021
Q4 		$3.28B Buy
+64,465,503
New +$3.58B 63.77% 1

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

TSG Consumer Partners's BROS Position: Q2 2026 in Review

TSG Consumer Partners reduced its Dutch Bros (BROS) stake by 30% in Q2 2026, selling an estimated $39.7M and leaving 1,587,292 shares worth $114M. The position accounts for 100% of the portfolio, ranked #1.

TSG Consumer Partners first reported a position in BROS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29B in Q1 2022. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • TSG Consumer Partners held 1,587,292 shares of Dutch Bros worth $114M as of Q2 2026.
  • TSG Consumer Partners sold 692,554 Dutch Bros shares in Q2 2026, an estimated $39.7M.
  • Dutch Bros made up 100% of TSG Consumer Partners's portfolio in Q2 2026, its #1 holding.
  • TSG Consumer Partners first reported a position in Dutch Bros in Q4 2021 and has held it in 19 quarters since.
  • TSG Consumer Partners's Dutch Bros position peaked at $3.29B in Q1 2022.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on TSG Consumer Partners's 13F filing for Q2 2026, filed 10 Aug 2026.