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Wedbush Securities’s Dutch Bros BROS Stock Holding History

Wedbush Securities’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 		$566K Sell
7,877
-790
-9% -$45.3K 0.01% 682
2026
Q1 		$439K Sell
8,667
-850
-9% -$46.5K 0.01% 727
2025
Q4 		$583K Buy
9,517
+760
+9% +$43.2K 0.02% 626
2025
Q3 		$458K Sell
8,757
-8,188
-48% -$518K 0.02% 685
2025
Q2 		$1.16M Buy
16,945
+1,456
+9% +$95K 0.04% 372
2025
Q1 		$956K Buy
15,489
+4,362
+39% +$287K 0.04% 403
2024
Q4 		$583K Sell
11,127
-4,239
-28% -$187K 0.02% 558
2024
Q3 		$492K Sell
15,366
-5,302
-26% -$187K 0.02% 613
2024
Q2 		$856K Buy
20,668
+1,232
+6% +$42.3K 0.03% 425
2024
Q1 		$641K Buy
19,436
+2,561
+15% +$75.6K 0.02% 549
2023
Q4 		$534K Buy
16,875
+4,169
+33% +$114K 0.02% 531
2023
Q3 		$295K Buy
12,706
+250
+2% +$7.12K 0.01% 734
2023
Q2 		$354K Sell
12,456
-3,200
-20% -$94.9K 0.02% 679
2023
Q1 		$495K Buy
15,656
+1,975
+14% +$66.8K 0.02% 532
2022
Q4 		$386K Sell
13,681
-1,200
-8% -$39.7K 0.02% 610
2022
Q3 		$464K Buy
+14,881
New +$560K 0.03% 533

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

Wedbush Securities's BROS Position: Q2 2026 in Review

Wedbush Securities reduced its Dutch Bros (BROS) stake by 9.1% in Q2 2026, selling an estimated $45.3K and leaving 7,877 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #682.

Wedbush Securities first reported a position in BROS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q2 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Wedbush Securities held 7,877 shares of Dutch Bros worth $566K as of Q2 2026.
  • Wedbush Securities sold 790 Dutch Bros shares in Q2 2026, an estimated $45.3K.
  • Dutch Bros made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #682 holding.
  • Wedbush Securities first reported a position in Dutch Bros in Q3 2022 and has held it in 16 quarters since.
  • Wedbush Securities's Dutch Bros position peaked at $1.16M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.