Cornerstone Planning Group
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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
Q3 		– Sell
-27
Closed -$1.75K – 373
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Cornerstone Planning Group's BROS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Dutch Bros (BROS) in Q3 2026, closing a stake of 27 shares — an estimated $1.75K sold.

Cornerstone Planning Group first reported a position in BROS in Q2 2023 and held it in 6 quarters. The position peaked at $61.4K in Q3 2025. 92 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Dutch Bros position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 27 Dutch Bros shares in Q3 2026, an estimated $1.75K.
  • Cornerstone Planning Group first reported a position in Dutch Bros in Q2 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's Dutch Bros position peaked at $61.4K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.