Dutch Bros shares owned by Creative Planning
Quarter-by-quarter ownership of Dutch Bros (BROS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Dutch Bros
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All positions including Dutch Bros held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dutch Bros by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $230k | 7.3k | 31.67 |
| 2023-09-30 | $297k | 13k | 23.25 |
| 2023-06-30 | $396k | 14k | 28.45 |
| 2023-03-31 | $432k | 14k | 31.63 |
| 2022-12-31 | $363k | 13k | 28.19 |
| 2022-09-30 | $274k | 8.8k | 31.10 |
| 2022-06-30 | $272k | 8.6k | 31.59 |
| 2022-03-31 | $262k | 4.7k | 55.18 |