Superior Planning, LLC’s Dutch Bros BROS Stock Holding History

Superior Planning, LLC’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 Q3	$12.9K	Buy	+334	New	+$18K	0.01%	837

Other funds holding BROS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Superior Planning, LLC's BROS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dutch Bros (BROS) in Q3 2026: 334 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #837 among its holdings.

339 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

Superior Planning, LLC held 334 shares of Dutch Bros worth $12.9K as of Q3 2026.
Dutch Bros was a new Superior Planning, LLC position in Q3 2026.
Dutch Bros made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #837 holding.
339 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.