Vontobel Holding
BROS icon

Vontobel Holding’s Dutch Bros BROS Stock Holding History

Vontobel Holding’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
Q3 		$315K Buy
8,174
+4,300
+111% +$232K ﹤0.01% 1240
2026
Q2 		$278K Buy
+3,874
New +$222K ﹤0.01% 1255
2026
Q1 		– Sell
-3,531
Closed -$216K – 1239
2025
Q4 		$216K Buy
+3,531
New +$201K ﹤0.01% 1287

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vontobel Holding's BROS Position: Q3 2026 in Review

Vontobel Holding increased its Dutch Bros (BROS) stake by 111% in Q3 2026, buying an estimated $232K and bringing the position to 8,174 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Vontobel Holding first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Vontobel Holding held 8,174 shares of Dutch Bros worth $315K as of Q3 2026.
  • Vontobel Holding bought 4,300 Dutch Bros shares in Q3 2026, an estimated $232K.
  • Dutch Bros made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1240 holding.
  • Vontobel Holding first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.