VHAM
BROS icon

Van Hulzen Asset Management’s Dutch Bros BROS Stock Holding History

Van Hulzen Asset 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 		$500K Hold
6,960
– – 0.04% 255
2026
Q1 		$353K Hold
6,960
– – 0.03% 277
2025
Q4 		$426K Hold
6,960
– – 0.03% 238
2025
Q3 		$364K Sell
6,960
-50
-0.7% -$3.16K 0.03% 252
2025
Q2 		$479K Sell
7,010
-170
-2% -$11.1K 0.04% 220
2025
Q1 		$443K Sell
7,180
-3,990
-36% -$263K 0.04% 222
2024
Q4 		$585K Sell
11,170
-1,200
-10% -$52.9K 0.04% 209
2024
Q3 		$396K Hold
12,370
– – 0.03% 234
2024
Q2 		$512K Buy
12,370
+180
+1% +$6.18K 0.03% 203
2024
Q1 		$402K Buy
12,190
+300
+3% +$8.85K 0.03% 236
2023
Q4 		$377K Buy
11,890
+1,910
+19% +$52K 0.03% 247
2023
Q3 		$232K Buy
9,980
+1,500
+18% +$42.7K 0.02% 276
2023
Q2 		$241K Buy
8,480
+1,350
+19% +$40K 0.02% 271
2023
Q1 		$226K Buy
+7,130
New +$241K 0.02% 261
2022
Q4 		– Sell
-6,620
Closed -$206K – 285
2022
Q3 		$206K Sell
6,620
-80
-1% -$3.01K 0.03% 254
2022
Q2 		$212K Buy
6,700
+3,000
+81% +$123K 0.03% 266
2022
Q1 		$204K Buy
+3,700
New +$189K 0.02% 290

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

Van Hulzen Asset Management's BROS Position: Q2 2026 in Review

Van Hulzen Asset Management held its Dutch Bros (BROS) position steady in Q2 2026 at 6,960 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #255.

Van Hulzen Asset Management first reported a position in BROS in Q1 2022 and has held it in 17 quarters since. The position peaked at $585K in Q4 2024. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Van Hulzen Asset Management held 6,960 shares of Dutch Bros worth $500K as of Q2 2026.
  • Van Hulzen Asset Management left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.04% of Van Hulzen Asset Management's portfolio in Q2 2026, its #255 holding.
  • Van Hulzen Asset Management first reported a position in Dutch Bros in Q1 2022 and has held it in 17 quarters since.
  • Van Hulzen Asset Management's Dutch Bros position peaked at $585K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.