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Wilmington Savings Fund Society’s Dutch Bros BROS Stock Holding History

Wilmington Savings Fund Society’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 		$113K Buy
1,572
+8
+0.5% +$459 ﹤0.01% 717
2026
Q1 		$79.2K Hold
1,564
– – ﹤0.01% 786
2025
Q4 		$95.7K Hold
1,564
– – ﹤0.01% 741
2025
Q3 		$81.9K Hold
1,564
– – ﹤0.01% 780
2025
Q2 		$107K Hold
1,564
– – ﹤0.01% 1003
2025
Q1 		$96.6K Hold
1,564
– – ﹤0.01% 1021
2024
Q4 		$81.9K Hold
1,564
– – ﹤0.01% 1099
2024
Q3 		$50.1K Buy
+1,564
New +$55.1K ﹤0.01% 1220

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

Wilmington Savings Fund Society's BROS Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Dutch Bros (BROS) stake by 0.51% in Q2 2026, buying an estimated $459 and bringing the position to 1,572 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Wilmington Savings Fund Society first reported a position in BROS in Q3 2024 and has held it in 8 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Wilmington Savings Fund Society held 1,572 shares of Dutch Bros worth $113K as of Q2 2026.
  • Wilmington Savings Fund Society bought 8 Dutch Bros shares in Q2 2026, an estimated $459.
  • Dutch Bros made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #717 holding.
  • Wilmington Savings Fund Society first reported a position in Dutch Bros in Q3 2024 and has held it in 8 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.