West Oak Capital’s Dutch Bros BROS Stock Holding History

West Oak Capital’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
2025 Q3	$100	Hold	1	–	–	﹤0.01%	266
2025 Q2	$100	Hold	1	–	–	﹤0.01%	294
2025 Q1	$100	Hold	1	–	–	﹤0.01%	298
2024 Q4	$100	Hold	1	–	–	﹤0.01%	299
2024 Q3	$0	Buy	+1	New	+$35	﹤0.01%	311

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

West Oak Capital's BROS Position: Q3 2025 in Review

West Oak Capital held its Dutch Bros (BROS) position steady in Q3 2025 at 1 share worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #266.

West Oak Capital first reported a position in BROS in Q3 2024 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

West Oak Capital held 1 share of Dutch Bros worth $100 as of Q3 2025.
West Oak Capital left its Dutch Bros share count unchanged in Q3 2025.
Dutch Bros made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #266 holding.
West Oak Capital first reported a position in Dutch Bros in Q3 2024 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.