Position in BROS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,517,624
+$9,160,514 QoQ
Shares Held
285,721
+27.4% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#60
of 553 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WHITTIER TRUST CO holds $46,719,463 across 12 Restaurants names. BROS ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BROS |
Dutch Bros Inc.
This page
|
285,721 | $20,517,624 | |
| 2 | MCD |
Mcdonalds Corp
|
67,183 | $18,160,236 | |
| 3 | SBUX |
Starbucks Corp
|
50,681 | $5,179,090 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
40,704 | $1,383,936 | |
| 5 | DRI |
Darden Restaurants Inc
|
2,753 | $567,145 | |
| 6 | YUM |
Yum Brands Inc
|
3,371 | $538,888 | |
| 7 | WING |
Wingstop Inc.
|
1,000 | $173,410 | |
| 8 | DPZ |
Dominos Pizza Inc
|
362 | $107,166 |
All Filings in BROS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,517,624 | 285,721 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,357,110 | 224,183 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,389,887 | 202,383 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,451,794 | 123,267 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,249,113 | 120,654 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,285,443 | 118,002 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||