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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
Q2 		$5K Hold
72
– – ﹤0.01% 1382
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

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

Capital Analysts LLC's BROS Position: Q2 2026 in Review

Capital Analysts LLC held its Dutch Bros (BROS) position steady in Q2 2026 at 72 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Capital Analysts LLC first reported a position in BROS in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Capital Analysts LLC held 72 shares of Dutch Bros worth $5K as of Q2 2026.
  • Capital Analysts LLC left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1382 holding.
  • Capital Analysts LLC first reported a position in Dutch Bros in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.