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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Creative Planning's BROS Position: Q1 2026 in Review

Creative Planning increased its Dutch Bros (BROS) stake by 34% in Q1 2026, buying an estimated $510K and bringing the position to 36,441 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Creative Planning first reported a position in BROS in Q1 2022 and has held it in 17 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Creative Planning held 36,441 shares of Dutch Bros worth $1.85M as of Q1 2026.
  • Creative Planning bought 9,335 Dutch Bros shares in Q1 2026, an estimated $510K.
  • Dutch Bros made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1959 holding.
  • Creative Planning first reported a position in Dutch Bros in Q1 2022 and has held it in 17 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.