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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 		$1 Hold
1
– – ﹤0.01% 266
2025
Q2 		$1 Hold
1
– – ﹤0.01% 294
2025
Q1 		$1 Hold
1
– – ﹤0.01% 298
2024
Q4 		$1K Hold
1
– – ﹤0.01% 299
2024
Q3 		$0 Buy
+1
New +$35 ﹤0.01% 311

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $1. 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. The position peaked at $1K in Q4 2024. 450 funds tracked by Wall St. Rank hold BROS as of Q3 2025.

  • West Oak Capital held 1 share of Dutch Bros worth $1 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.
  • West Oak Capital's Dutch Bros position peaked at $1K in Q4 2024.
  • 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.