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BOLTON SECURITIES CORPORATION’s Dutch Bros BROS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$108K Buy
+2,130
New +$116K 0.01% 999
2025
Q3 		$6.8K Buy
+130
New +$8.22K ﹤0.01% 1636
2025
Q1 		$6.17K Buy
+100
New +$6.59K ﹤0.01% 1532

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BROS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Dutch Bros (BROS) in Q1 2026: 2,130 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BROS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BROS in Q1 2025 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 2,130 shares of Dutch Bros worth $108K as of Q1 2026.
  • Dutch Bros was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Dutch Bros made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #999 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dutch Bros in Q1 2025 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.