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Pinnacle Wealth Planning Services’s Dutch Bros BROS Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.8K Buy
213
+108
+103% +$5.91K ﹤0.01% 1964
2025
Q4 		$6.43K Buy
+105
New +$5.96K ﹤0.01% 2198

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

Pinnacle Wealth Planning Services's BROS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dutch Bros (BROS) stake by 103% in Q1 2026, buying an estimated $5.91K and bringing the position to 213 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Pinnacle Wealth Planning Services first reported a position in BROS in Q4 2025 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold BROS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 213 shares of Dutch Bros worth $10.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 108 Dutch Bros shares in Q1 2026, an estimated $5.91K.
  • Dutch Bros made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1964 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dutch Bros in Q4 2025 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.