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Burkett Financial Services’s Dutch Bros BROS Stock Holding History

Burkett Financial Services’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 		$10.5K Buy
+272
New +$14.6K ﹤0.01% 293

Other funds holding BROS

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's BROS Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Dutch Bros (BROS) in Q3 2026: 272 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings.

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

  • Burkett Financial Services held 272 shares of Dutch Bros worth $10.5K as of Q3 2026.
  • Dutch Bros was a new Burkett Financial Services position in Q3 2026.
  • Dutch Bros made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #293 holding.
  • 5 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.