MFS reports 661,734-share stake in Black Rock Coffee Bar (BRCB)

Rhea-AI Filing Summary

Massachusetts Financial Services Company reports beneficial ownership of 661,734 shares of Black Rock Coffee Bar, Inc. The filing amends prior disclosures and shows MFS (a Delaware entity) holds 661,734 shares, representing 3.8% of the common stock as of 03/31/2026. The statement is signed on 05/14/2026.

Insights

Institutional Ownership Analyst

Large mutual‑fund holder reports a passive 3.8% stake in the issuer.

Massachusetts Financial Services Company discloses beneficial ownership of 661,734 shares with sole voting and dispositive power as shown in the table. The filing is an amendment to prior Schedule 13G holdings and lists the position as ownership of 5 percent or less.

The stake size and sole dispositive power indicate MFS can fully vote these shares; subsequent filings may show changes after portfolio rebalancing or conversion events.

Key Figures

Shares beneficially owned: 661,734 shares Percent of class: 3.8% Filing type: Schedule 13G/A +2 more

5 metrics

Shares beneficially owned 661,734 shares as of <date>03/31/2026</date>

Percent of class 3.8% percent of common stock

Filing type Schedule 13G/A Amendment reporting institutional ownership

Sole voting power 661,734 shares sole power to vote or direct the vote

Sole dispositive power 661,734 shares sole power to dispose or direct disposition

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power, percent of class

4 terms

Schedule 13G/A regulatory

"Amendment No. 2 ) BLACK ROCK COFFEE BAR, INC."

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"Amount beneficially owned: 661,734 shares of Common Stock"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 661,734"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"Percent of class: 3.8 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 04:03 PM Learn about SEC filing dates

FAQ

What stake does MFS report in BRCB?

MFS reports beneficial ownership of 661,734 shares, representing 3.8% of common stock as of 03/31/2026. The filing indicates sole voting and dispositive power over those shares and amends prior Schedule 13G disclosures.

Does MFS control the voting of the shares?

Yes. The filing states MFS has sole power to vote and sole dispositive power for 661,734 shares. Shared voting or dispositive powers are listed as 0 in the Schedule 13G/A data provided.

Is this a passive investment under Schedule 13G rules?

The document is a Schedule 13G/A amendment, which typically reports passive or qualifying institutional holdings. It lists ownership under the 5 percent or less classification and amends prior disclosure for the position.

When was the Schedule 13G/A signed and who signed it?

The filing shows the signature of Deepu Pylee, Compliance Director, with the signature date of 05/14/2026. The beneficial ownership figures are reported with an 03/31/2026 data anchor in the cover information.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

BLACK ROCK COFFEE BAR, INC.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

092244102

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 092244102

1

Names of Reporting Persons

Massachusetts Financial Services Company

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 661,734.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 661,734.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

661,734.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.8 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: BLACK ROCK COFFEE BAR, INC.
(b)	Address of issuer's principal executive offices: 9170 E. Bahia Drive, Suite 101, Scottsdale, AZ 85260
Item 2.
(a)	Name of person filing: Massachusetts Financial Services Company
(b)	Address or principal business office or, if none, residence: 111 Huntington Avenue, Boston, MA 02199
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 092244102
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 661,734 shares of Common Stock consisting of shares beneficially owned by MFS and/or certain other non-reporting entities
(b)	Percent of class: 3.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 661,734
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 661,734
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Massachusetts Financial Services Company

Signature:	Deepu Pylee
Name/Title:	Compliance Director
Date:	05/14/2026