WT
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Whittier Trust’s Dutch Bros BROS Stock Holding History

Whittier Trust’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 		$19.5M Buy
285,721
+61,538
+27% +$3.53M 0.19% 96
2026
Q1 		$11.9M Buy
224,183
+21,800
+11% +$1.19M 0.13% 127
2025
Q4 		$12.8M Buy
202,383
+79,116
+64% +$4.49M 0.14% 128
2025
Q3 		$6.23M Buy
123,267
+2,613
+2% +$165K 0.07% 180
2025
Q2 		$8.25M Buy
120,654
+2,652
+2% +$173K 0.1% 163
2025
Q1 		$7.29M Buy
+118,002
New +$7.77M 0.1% 166

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

Whittier Trust's BROS Position: Q2 2026 in Review

Whittier Trust increased its Dutch Bros (BROS) stake by 27% in Q2 2026, buying an estimated $3.53M and bringing the position to 285,721 shares worth $19.5M. The position accounts for 0.19% of the portfolio, ranked #96.

Whittier Trust first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Whittier Trust held 285,721 shares of Dutch Bros worth $19.5M as of Q2 2026.
  • Whittier Trust bought 61,538 Dutch Bros shares in Q2 2026, an estimated $3.53M.
  • Dutch Bros made up 0.19% of Whittier Trust's portfolio in Q2 2026, its #96 holding.
  • Whittier Trust first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 555 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.