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Planning Strategies’s Dutch Bros BROS Stock Holding History

Planning Strategies’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 		$431 Buy
+6
New +$344 ﹤0.01% 883

Other funds holding BROS

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Planning Strategies's BROS Position: Q2 2026 in Review

Planning Strategies opened a new position in Dutch Bros (BROS) in Q2 2026: 6 shares worth $431. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

522 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • Planning Strategies held 6 shares of Dutch Bros worth $431 as of Q2 2026.
  • Dutch Bros was a new Planning Strategies position in Q2 2026.
  • Dutch Bros made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #883 holding.
  • 522 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.