CJ
BROS icon

Caitlin John’s Dutch Bros BROS Stock Holding History

Caitlin John’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 		$25.3K Sell
500
-181
-27% -$9.9K 0.02% 391
2025
Q4 		$41.7K Sell
681
-154
-18% -$8.75K 0.03% 339
2025
Q3 		$43.7K Buy
+835
New +$52.8K 0.03% 283
2024
Q3 		– Sell
-100
Closed -$4.14K – 873
2024
Q2 		$4.14K Buy
+100
New +$3.44K ﹤0.01% 572

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

Caitlin John's BROS Position: Q1 2026 in Review

Caitlin John reduced its Dutch Bros (BROS) stake by 27% in Q1 2026, selling an estimated $9.9K and leaving 500 shares worth $25.3K. The position accounts for 0.02% of the portfolio, ranked #391.

Caitlin John first reported a position in BROS in Q2 2024 and has held it in 4 quarters since. The position peaked at $43.7K in Q3 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Caitlin John held 500 shares of Dutch Bros worth $25.3K as of Q1 2026.
  • Caitlin John sold 181 Dutch Bros shares in Q1 2026, an estimated $9.9K.
  • Dutch Bros made up 0.02% of Caitlin John's portfolio in Q1 2026, its #391 holding.
  • Caitlin John first reported a position in Dutch Bros in Q2 2024 and has held it in 4 quarters since.
  • Caitlin John's Dutch Bros position peaked at $43.7K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.