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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Aljian Capital Management's BROS Position: Q1 2026 in Review

Aljian Capital Management increased its Dutch Bros (BROS) stake by 4.9% in Q1 2026, buying an estimated $20.5K and bringing the position to 8,039 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #99.

Aljian Capital Management first reported a position in BROS in Q1 2022 and has held it in 10 quarters since. The position peaked at $807K in Q3 2022. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Aljian Capital Management held 8,039 shares of Dutch Bros worth $407K as of Q1 2026.
  • Aljian Capital Management bought 375 Dutch Bros shares in Q1 2026, an estimated $20.5K.
  • Dutch Bros made up 0.08% of Aljian Capital Management's portfolio in Q1 2026, its #99 holding.
  • Aljian Capital Management first reported a position in Dutch Bros in Q1 2022 and has held it in 10 quarters since.
  • Aljian Capital Management's Dutch Bros position peaked at $807K in Q3 2022.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.