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
2022
Q3 		– Sell
-15,000
Closed -$475K – 1659
2022
Q2 		$475K Buy
+15,000
New +$615K ﹤0.01% 1264

Other funds holding BROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $110B AUM 4.8% 1-Year Est. Return

Capstone Investment Advisors's BROS Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Dutch Bros (BROS) stake by 18% in Q1 2026, selling an estimated $635K and leaving 51,208 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Capstone Investment Advisors first reported a position in BROS in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.85M in Q4 2025. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Capstone Investment Advisors held 51,208 shares of Dutch Bros worth $2.59M as of Q1 2026.
  • Capstone Investment Advisors sold 11,617 Dutch Bros shares in Q1 2026, an estimated $635K.
  • Dutch Bros made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #574 holding.
  • Capstone Investment Advisors first reported a position in Dutch Bros in Q2 2022 and has held it in 10 quarters since.
  • Capstone Investment Advisors's Dutch Bros position peaked at $3.85M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.