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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Van Hulzen Asset Management's BROS Position: Q1 2026 in Review

Van Hulzen Asset Management held its Dutch Bros (BROS) position steady in Q1 2026 at 6,960 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #277.

Van Hulzen Asset Management first reported a position in BROS in Q1 2022 and has held it in 16 quarters since. The position peaked at $585K in Q4 2024. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Van Hulzen Asset Management held 6,960 shares of Dutch Bros worth $353K as of Q1 2026.
  • Van Hulzen Asset Management left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #277 holding.
  • Van Hulzen Asset Management first reported a position in Dutch Bros in Q1 2022 and has held it in 16 quarters since.
  • Van Hulzen Asset Management's Dutch Bros position peaked at $585K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.