Creative Planning
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Creative Planning’s Dutch Bros BROS Stock Holding History

Creative Planning’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 		$3.08M Buy
42,916
+6,475
+18% +$371K ﹤0.01% 1763
2026
Q1 		$1.85M Buy
36,441
+9,335
+34% +$510K ﹤0.01% 1959
2025
Q4 		$1.66M Buy
27,106
+10,115
+60% +$575K ﹤0.01% 1872
2025
Q3 		$889K Buy
16,991
+2,107
+14% +$133K ﹤0.01% 2210
2025
Q2 		$1.02M Sell
14,884
-1,503
-9% -$98K ﹤0.01% 1831
2025
Q1 		$1.01M Buy
16,387
+5,225
+47% +$344K ﹤0.01% 1705
2024
Q4 		$585K Sell
11,162
-1,289
-10% -$56.9K ﹤0.01% 2083
2024
Q3 		$399K Buy
12,451
+4,778
+62% +$168K ﹤0.01% 2295
2024
Q2 		$318K Buy
7,673
+405
+6% +$13.9K ﹤0.01% 2297
2024
Q1 		$240K Buy
7,268
+10
+0.1% +$295 ﹤0.01% 2433
2023
Q4 		$230K Sell
7,258
-5,500
-43% -$150K ﹤0.01% 2301
2023
Q3 		$297K Sell
12,758
-1,173
-8% -$33.4K ﹤0.01% 1956
2023
Q2 		$396K Buy
13,931
+284
+2% +$8.42K ﹤0.01% 1710
2023
Q1 		$432K Buy
13,647
+766
+6% +$25.9K ﹤0.01% 1563
2022
Q4 		$363K Buy
12,881
+4,072
+46% +$135K ﹤0.01% 1597
2022
Q3 		$274K Buy
8,809
+200
+2% +$7.53K ﹤0.01% 1708
2022
Q2 		$272K Buy
8,609
+3,861
+81% +$158K ﹤0.01% 1681
2022
Q1 		$262K Buy
+4,748
New +$242K ﹤0.01% 1721

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

Creative Planning's BROS Position: Q2 2026 in Review

Creative Planning increased its Dutch Bros (BROS) stake by 18% in Q2 2026, buying an estimated $371K and bringing the position to 42,916 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Creative Planning first reported a position in BROS in Q1 2022 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Creative Planning held 42,916 shares of Dutch Bros worth $3.08M as of Q2 2026.
  • Creative Planning bought 6,475 Dutch Bros shares in Q2 2026, an estimated $371K.
  • Dutch Bros made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1763 holding.
  • Creative Planning first reported a position in Dutch Bros in Q1 2022 and has held it in 18 quarters since.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.