CJ
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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
Q2 		$35.9K Hold
500
– – 0.02% 410
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

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

Caitlin John's BROS Position: Q2 2026 in Review

Caitlin John held its Dutch Bros (BROS) position steady in Q2 2026 at 500 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #410.

Caitlin John first reported a position in BROS in Q2 2024 and has held it in 5 quarters since. The position peaked at $43.7K in Q3 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Caitlin John held 500 shares of Dutch Bros worth $35.9K as of Q2 2026.
  • Caitlin John left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up 0.02% of Caitlin John's portfolio in Q2 2026, its #410 holding.
  • Caitlin John first reported a position in Dutch Bros in Q2 2024 and has held it in 5 quarters since.
  • Caitlin John's Dutch Bros position peaked at $43.7K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.