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BFC Planning, Inc.’s Dutch Bros BROS Stock Holding History

BFC Planning, Inc.’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 		$1.57M Buy
21,802
+1,161
+6% +$66.6K 0.06% 291
2026
Q1 		$1.05M Buy
20,641
+938
+5% +$51.3K 0.05% 352
2025
Q4 		$1.21M Buy
19,703
+1,646
+9% +$93.5K 0.05% 327
2025
Q3 		$945K Buy
18,057
+173
+1% +$10.9K 0.07% 241
2025
Q2 		$1.22M Buy
17,884
+3,616
+25% +$236K 0.1% 191
2025
Q1 		$881K Buy
14,268
+1,310
+10% +$86.3K 0.08% 222
2024
Q4 		$679K Buy
+12,958
New +$572K 0.06% 272

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $3.38T AUM 44.17% 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 $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s BROS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Dutch Bros (BROS) stake by 5.6% in Q2 2026, buying an estimated $66.6K and bringing the position to 21,802 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #291.

BFC Planning, Inc. first reported a position in BROS in Q4 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • BFC Planning, Inc. held 21,802 shares of Dutch Bros worth $1.57M as of Q2 2026.
  • BFC Planning, Inc. bought 1,161 Dutch Bros shares in Q2 2026, an estimated $66.6K.
  • Dutch Bros made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #291 holding.
  • BFC Planning, Inc. first reported a position in Dutch Bros in Q4 2024 and has held it in 7 quarters since.
  • 564 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.