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Creative Planning BROS Position History
Dutch Bros Inc. • Consumer Cyclical
Quarters held
8
Latest value
$1.9M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $870K |
| Q3 2025 | $19K |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $40K |
| Q2 2026 | $3M |
| Q3 2026 | $3K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 49.0K | — | — |
| Q3 2026 | $3K | 72 | — | — |
| Q2 2026 | $3M | 42.4K | — | — |
| Q2 2026 | $40K | 560 | — | — |
| Q1 2026 | $1.8M | 36.4K | — | — |
| Q4 2025 | $1.7M | 27.1K | — | — |
| Q3 2025 | $19K | 364 | — | — |
| Q3 2025 | $870K | 16.6K | — | — |
Other funds holding BROS
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$323.4M
$289.1M
$276.6M
$276.6M