CFO
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CVA Family Office’s Dutch Bros BROS Stock Holding History

CVA Family Office’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 		$5.6K Buy
78
+22
+39% +$1.26K ﹤0.01% 1235
2026
Q1 		$2.84K Buy
+56
New +$3.06K ﹤0.01% 1424
2025
Q2 		– Sell
-8
Closed -$494 – 1312
2025
Q1 		$494 Buy
+8
New +$527 ﹤0.01% 1275

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

CVA Family Office's BROS Position: Q2 2026 in Review

CVA Family Office increased its Dutch Bros (BROS) stake by 39% in Q2 2026, buying an estimated $1.26K and bringing the position to 78 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

CVA Family Office first reported a position in BROS in Q1 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • CVA Family Office held 78 shares of Dutch Bros worth $5.6K as of Q2 2026.
  • CVA Family Office bought 22 Dutch Bros shares in Q2 2026, an estimated $1.26K.
  • Dutch Bros made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1235 holding.
  • CVA Family Office first reported a position in Dutch Bros in Q1 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.