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Capital Analysts LLC’s Dutch Bros BROS Stock Holding History

Capital Analysts LLC’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 		$4K Hold
72
– – ﹤0.01% 1380
2025
Q4 		$4K Hold
72
– – ﹤0.01% 1354
2025
Q3 		$4K Hold
72
– – ﹤0.01% 1324
2025
Q2 		$5K Hold
72
– – ﹤0.01% 1240
2025
Q1 		$4K Buy
+72
New +$4.74K ﹤0.01% 1243

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

Capital Analysts LLC's BROS Position: Q1 2026 in Review

Capital Analysts LLC held its Dutch Bros (BROS) position steady in Q1 2026 at 72 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Capital Analysts LLC first reported a position in BROS in Q1 2025 and has held it in 5 quarters since. The position peaked at $5K in Q2 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Capital Analysts LLC held 72 shares of Dutch Bros worth $4K as of Q1 2026.
  • Capital Analysts LLC left its Dutch Bros share count unchanged in Q1 2026.
  • Dutch Bros made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1380 holding.
  • Capital Analysts LLC first reported a position in Dutch Bros in Q1 2025 and has held it in 5 quarters since.
  • Capital Analysts LLC's Dutch Bros position peaked at $5K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.