WhitTier Trust Company’s Dutch Bros BROS Stock Holding History

WhitTier Trust Company’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 Q1	$5.95M	Buy	112,164 +6,647	+6%	+$363K	0.12%	140
2025 Q4	$6.68M	Buy	105,517 +42,233	+67%	+$2.4M	0.14%	131
2025 Q3	$3.2M	Buy	63,284 +1,864	+3%	+$118K	0.07%	187
2025 Q2	$4.2M	Buy	61,420 +1,672	+3%	+$109K	0.1%	175
2025 Q1	$3.69M	Buy	+59,748	New	+$3.94M	0.09%	180

Other funds holding BROS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WhitTier Trust Company's BROS Position: Q1 2026 in Review

WhitTier Trust Company increased its Dutch Bros (BROS) stake by 6.3% in Q1 2026, buying an estimated $363K and bringing the position to 112,164 shares worth $5.95M. The position accounts for 0.12% of the portfolio, ranked #140.

WhitTier Trust Company first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.68M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

WhitTier Trust Company held 112,164 shares of Dutch Bros worth $5.95M as of Q1 2026.
WhitTier Trust Company bought 6,647 Dutch Bros shares in Q1 2026, an estimated $363K.
Dutch Bros made up 0.12% of WhitTier Trust Company's portfolio in Q1 2026, its #140 holding.
WhitTier Trust Company first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
WhitTier Trust Company's Dutch Bros position peaked at $6.68M in Q4 2025.
506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.