Capstone Investment Advisors
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Capstone Investment Advisors’s Dutch Bros BROS Stock Holding History

Capstone Investment Advisors’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 		$1.76M Sell
24,490
-26,718
-52% -$1.53M ﹤0.01% 766
2026
Q1 		$2.59M Sell
51,208
-11,617
-18% -$635K ﹤0.01% 574
2025
Q4 		$3.85M Buy
62,825
+4,769
+8% +$271K 0.01% 424
2025
Q3 		$3.04M Buy
58,056
+45,013
+345% +$2.85M 0.01% 623
2025
Q2 		$892K Buy
+13,043
New +$851K ﹤0.01% 899
2024
Q3 		– Sell
-9,848
Closed -$408K – 1931
2024
Q2 		$408K Sell
9,848
-85,536
-90% -$2.94M ﹤0.01% 1415
2024
Q1 		$3.15M Buy
95,384
+67,160
+238% +$1.98M 0.01% 610
2023
Q4 		$894K Sell
28,224
-2,367
-8% -$64.5K ﹤0.01% 1096
2023
Q3 		$711K Buy
30,591
+5,584
+22% +$159K ﹤0.01% 1139
2023
Q2 		$711K Buy
+25,007
New +$742K ﹤0.01% 1001
2022
Q3 		– Sell
-890
Closed -$28K – 1658
2022
Q2 		$28K Buy
+890
New +$36.5K ﹤0.01% 1643

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

Capstone Investment Advisors's BROS Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Dutch Bros (BROS) stake by 52% in Q2 2026, selling an estimated $1.53M and leaving 24,490 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Capstone Investment Advisors first reported a position in BROS in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.85M in Q4 2025. 550 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Capstone Investment Advisors held 24,490 shares of Dutch Bros worth $1.76M as of Q2 2026.
  • Capstone Investment Advisors sold 26,718 Dutch Bros shares in Q2 2026, an estimated $1.53M.
  • Dutch Bros made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #766 holding.
  • Capstone Investment Advisors first reported a position in Dutch Bros in Q2 2022 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Dutch Bros position peaked at $3.85M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.