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
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 $2.3T 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

Vontobel Holding's BROS Position: Q2 2026 in Review

Vontobel Holding opened a new position in Dutch Bros (BROS) in Q2 2026: 3,874 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Vontobel Holding previously reported a position in BROS as recently as Q4 2025.

Vontobel Holding first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Vontobel Holding held 3,874 shares of Dutch Bros worth $278K as of Q2 2026.
  • Dutch Bros was a new Vontobel Holding position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1255 holding.
  • Vontobel Holding first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.