Position in BROS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$14,362
+$4,230 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 549 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $22,767,133 across 7 Restaurants names. BROS ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
147,166 | $15,038,893 | |
| 2 | MCD |
Mcdonalds Corp
|
28,051 | $7,582,465 | |
| 3 | YUM |
Yum Brands Inc
|
656 | $104,868 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
537 | $21,947 | |
| 5 | BROS |
Dutch Bros Inc.
This page
|
200 | $14,362 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
15 | $2,898 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
50 | $1,700 |
All Filings in BROS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,362 | 200 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,132 | 200 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,244 | 200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,468 | 200 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,674 | 200 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,348 | 200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,476 | 200 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||