Wellington Management Group
BROS icon

Wellington Management Group’s Dutch Bros BROS Stock Holding History

Wellington Management Group’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 		$222M Buy
3,090,882
+851,075
+38% +$48.8M 0.04% 364
2026
Q1 		$113M Buy
2,239,807
+915,700
+69% +$50.1M 0.02% 516
2025
Q4 		$81.1M Buy
1,324,107
+246,210
+23% +$14M 0.01% 603
2025
Q3 		$56.4M Buy
1,077,897
+15,575
+1% +$985K 0.01% 697
2025
Q2 		$72.6M Buy
1,062,322
+168,413
+19% +$11M 0.01% 604
2025
Q1 		$55.2M Buy
893,909
+59,200
+7% +$3.9M 0.01% 660
2024
Q4 		$43.7M Sell
834,709
-1,148,659
-58% -$50.7M 0.01% 743
2024
Q3 		$63.5M Buy
1,983,368
+1,141,913
+136% +$40.3M 0.01% 645
2024
Q2 		$34.8M Buy
+841,455
New +$28.9M 0.01% 797

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
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

Wellington Management Group's BROS Position: Q2 2026 in Review

Wellington Management Group increased its Dutch Bros (BROS) stake by 38% in Q2 2026, buying an estimated $48.8M and bringing the position to 3,090,882 shares worth $222M. The position accounts for 0.04% of the portfolio, ranked #364.

Wellington Management Group first reported a position in BROS in Q2 2024 and has held it in 9 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Wellington Management Group held 3,090,882 shares of Dutch Bros worth $222M as of Q2 2026.
  • Wellington Management Group bought 851,075 Dutch Bros shares in Q2 2026, an estimated $48.8M.
  • Dutch Bros made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #364 holding.
  • Wellington Management Group first reported a position in Dutch Bros in Q2 2024 and has held it in 9 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.