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Aljian Capital Management’s Dutch Bros BROS Stock Holding History

Aljian Capital Management’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 		$572K Sell
7,963
-76
-0.9% -$4.36K 0.11% 85
2026
Q1 		$407K Buy
8,039
+375
+5% +$20.5K 0.08% 99
2025
Q4 		$469K Sell
7,664
-25
-0.3% -$1.42K 0.09% 84
2025
Q3 		$402K Buy
7,689
+775
+11% +$49K 0.08% 96
2025
Q2 		$473K Buy
6,914
+1,600
+30% +$104K 0.1% 85
2025
Q1 		$328K Buy
5,314
+25
+0.5% +$1.65K 0.08% 101
2024
Q4 		$277K Buy
+5,289
New +$233K 0.06% 104
2023
Q1 		– Sell
-23,773
Closed -$670K – 49
2022
Q4 		$670K Sell
23,773
-1,552
-6% -$51.3K 0.39% 28
2022
Q3 		$807K Buy
25,325
+13,783
+119% +$519K 0.44% 28
2022
Q2 		$366K Buy
11,542
+3,813
+49% +$156K 0.2% 39
2022
Q1 		$449K Buy
+7,729
New +$394K 0.18% 39

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

Aljian Capital Management's BROS Position: Q2 2026 in Review

Aljian Capital Management reduced its Dutch Bros (BROS) stake by 0.95% in Q2 2026, selling an estimated $4.36K and leaving 7,963 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #85.

Aljian Capital Management first reported a position in BROS in Q1 2022 and has held it in 11 quarters since. The position peaked at $807K in Q3 2022. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Aljian Capital Management held 7,963 shares of Dutch Bros worth $572K as of Q2 2026.
  • Aljian Capital Management sold 76 Dutch Bros shares in Q2 2026, an estimated $4.36K.
  • Dutch Bros made up 0.11% of Aljian Capital Management's portfolio in Q2 2026, its #85 holding.
  • Aljian Capital Management first reported a position in Dutch Bros in Q1 2022 and has held it in 11 quarters since.
  • Aljian Capital Management's Dutch Bros position peaked at $807K in Q3 2022.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.