Yorktown Management & Research Company’s Dutch Bros BROS Stock Holding History

Yorktown Management & Research 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 Q2	–	Sell	-10,300	Closed	-$522K	–	256
2026 Q1	$522K	Hold	10,300	–	–	0.44%	78
2025 Q4	$631K	Hold	10,300	–	–	0.5%	60
2025 Q3	$539K	Hold	10,300	–	–	0.43%	80
2025 Q2	$704K	Hold	10,300	–	–	0.67%	31
2025 Q1	$636K	Hold	10,300	–	–	0.69%	33
2024 Q4	$540K	Buy	+10,300	New	+$454K	0.52%	68

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Yorktown Management & Research Company's BROS Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Dutch Bros (BROS) in Q2 2026, closing a stake of 10,300 shares — an estimated $522K sold.

Yorktown Management & Research Company first reported a position in BROS in Q4 2024 and held it in 6 quarters. The position peaked at $704K in Q2 2025. 555 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Yorktown Management & Research Company reported no remaining Dutch Bros position as of Q2 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 10,300 Dutch Bros shares in Q2 2026, an estimated $522K.
Yorktown Management & Research Company first reported a position in Dutch Bros in Q4 2024 and held it in 6 quarters.
Yorktown Management & Research Company's Dutch Bros position peaked at $704K in Q2 2025.
555 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.