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Meramec Financial Planners’s Dutch Bros BROS Stock Holding History

Meramec Financial Planners’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 		$3.29K Sell
50
-104
-68% -$5.97K ﹤0.01% 413
2026
Q1 		$8.41K Hold
154
– – ﹤0.01% 336
2025
Q4 		$8.79K Buy
+154
New +$8.75K ﹤0.01% 333

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

Meramec Financial Planners's BROS Position: Q2 2026 in Review

Meramec Financial Planners reduced its Dutch Bros (BROS) stake by 68% in Q2 2026, selling an estimated $5.97K and leaving 50 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Meramec Financial Planners first reported a position in BROS in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.79K in Q4 2025. 554 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Meramec Financial Planners held 50 shares of Dutch Bros worth $3.29K as of Q2 2026.
  • Meramec Financial Planners sold 104 Dutch Bros shares in Q2 2026, an estimated $5.97K.
  • Dutch Bros made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #413 holding.
  • Meramec Financial Planners first reported a position in Dutch Bros in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Dutch Bros position peaked at $8.79K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.