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Cornerstone Planning Group’s Dutch Bros BROS Stock Holding History

Cornerstone Planning Group’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 		$1.75K Hold
27
– – ﹤0.01% 1362
2026
Q1 		$1.54K Hold
27
– – ﹤0.01% 1352
2025
Q4 		$1.55K Sell
27
-1,673
-98% -$95K ﹤0.01% 1247
2025
Q3 		$61.4K Buy
1,700
+1,687
+12,977% +$107K 0.01% 289
2025
Q2 		$747 Buy
+13
New +$848 ﹤0.01% 1184
2023
Q3 		– Sell
-19
Closed -$541 – 1224
2023
Q2 		$541 Buy
+19
New +$564 ﹤0.01% 1447

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

Cornerstone Planning Group's BROS Position: Q2 2026 in Review

Cornerstone Planning Group held its Dutch Bros (BROS) position steady in Q2 2026 at 27 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Cornerstone Planning Group first reported a position in BROS in Q2 2023 and has held it in 6 quarters since. The position peaked at $61.4K in Q3 2025. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Cornerstone Planning Group held 27 shares of Dutch Bros worth $1.75K as of Q2 2026.
  • Cornerstone Planning Group left its Dutch Bros share count unchanged in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1362 holding.
  • Cornerstone Planning Group first reported a position in Dutch Bros in Q2 2023 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Dutch Bros position peaked at $61.4K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.