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Vision Retirement’s Dutch Bros BROS Stock Holding History

Vision Retirement’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 		$28.7K Hold
400
– – 0.01% 296
2026
Q1 		$20.3K Hold
400
– – 0.01% 322
2025
Q4 		$24.5K Buy
+400
New +$22.7K 0.01% 306

Other funds holding BROS

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Vision Retirement's BROS Position: Q2 2026 in Review

Vision Retirement held its Dutch Bros (BROS) position steady in Q2 2026 at 400 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #296.

Vision Retirement first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Vision Retirement held 400 shares of Dutch Bros worth $28.7K as of Q2 2026.
  • Vision Retirement left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #296 holding.
  • Vision Retirement first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.