WR Wealth Planners’s Dutch Bros BROS Stock Holding History

WR Wealth 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
2024 Q4	$786	Hold	15	–	–	﹤0.01%	951
2024 Q3	$480	Buy	15 +9	+150%	+$317	﹤0.01%	1036
2024 Q2	$248	Buy	+6	New	+$206	﹤0.01%	1099

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's BROS Position: Q4 2024 in Review

WR Wealth Planners held its Dutch Bros (BROS) position steady in Q4 2024 at 15 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #951.

WR Wealth Planners first reported a position in BROS in Q2 2024 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

WR Wealth Planners held 15 shares of Dutch Bros worth $786 as of Q4 2024.
WR Wealth Planners left its Dutch Bros share count unchanged in Q4 2024.
Dutch Bros made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #951 holding.
WR Wealth Planners first reported a position in Dutch Bros in Q2 2024 and has held it in 3 quarters since.
400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.