Creative Planning Dutch Bros Inc. Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Dutch Bros Inc. stock. As of the latest transaction made, Creative Planning holds 16,991 shares of BROS stock, worth $912,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,991

Previous 14,884 14.16%

Holding current value

$912,586

Previous $1.02 Million 12.59%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$52.34 - $74.24 $110,280 - $156,423	2,107 Added 14.16%	16,991 $889,000
Q2 2025 Aug 08, 2025	SELL	$51.37 - $73.72 $77,209 - $110,801	-1,503 Reduced 9.17%	14,884 $1.02 Million
Q1 2025 May 15, 2025	BUY	$55.77 - $85.37 $291,398 - $446,058	5,225 Added 46.81%	16,387 $1.01 Million
Q4 2024 Feb 14, 2025	SELL	$30.72 - $55.82 $39,598 - $71,951	-1,289 Reduced 10.35%	11,162 $584,000
Q3 2024 Oct 11, 2024	BUY	$29.1 - $42.81 $139,039 - $204,546	4,778 Added 62.27%	12,451 $398,000

Q2 2024 Aug 15, 2024	BUY	$26.95 - $42.1 $10,914 - $17,050	405 Added 5.57%	7,673 $317,000
Q1 2024 May 10, 2024	BUY	$25.75 - $35.62 $257 - $356	10 Added 0.14%	7,268 $239,000
Q4 2023 Feb 14, 2024	SELL	$23.14 - $32.0 $127,270 - $176,000	-5,500 Reduced 43.11%	7,258 $229,000
Q3 2023 Nov 16, 2023	SELL	$22.81 - $33.58 $26,756 - $39,389	-1,173 Reduced 8.42%	12,758 $296,000
Q2 2023 Jul 21, 2023	BUY	$26.02 - $33.16 $7,389 - $9,417	284 Added 2.08%	13,931 $396,000
Q1 2023 May 15, 2023	BUY	$27.16 - $40.83 $20,804 - $31,275	766 Added 5.95%	13,647 $431,000
Q4 2022 Feb 10, 2023	BUY	$27.79 - $38.15 $113,160 - $155,346	4,072 Added 46.23%	12,881 $363,000
Q3 2022 Nov 03, 2022	BUY	$31.15 - $47.12 $6,230 - $9,424	200 Added 2.32%	8,809 $274,000
Q2 2022 Aug 15, 2022	BUY	$25.11 - $57.65 $96,949 - $222,586	3,861 Added 81.32%	8,609 $272,000
Q1 2022 May 16, 2022	BUY	$41.31 - $62.77 $196,139 - $298,031	4,748 New	4,748 $262,000

Others Institutions Holding BROS

# of Institutions

518

Shares Held

105M

Call Options Held

2.65M

Put Options Held

2.43M

View Full List

About Dutch Bros Inc.

Ticker BROS
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 39,558,000
Market Cap $2.12B
Description
Dutch Bros Inc. operates and franchises drive-thru shops. It offers Dutch Bros hot and cold espresso-based beverages, and cold brew coffee products, as well as Blue Rebel energy drinks, tea, lemonade, smoothies, and other beverages through company-operated shops and online channels. As of May 11, 2022, it operated 572 drive-thru coffee locations...

More about BROS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Dutch Bros Inc. Transaction History