Position in BROS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$271,226
+$71,170 QoQ
Shares Held
3,777
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 549 holders
Holding Since
Jun 2025
4 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, 2026J.W. COLE ADVISORS, INC. holds $18,326,466 across 6 Restaurants names. BROS ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,770 | $9,939,298 | |
| 2 | DRI |
Darden Restaurants Inc
|
16,005 | $3,297,190 | |
| 3 | SBUX |
Starbucks Corp
|
29,261 | $2,990,181 | |
| 4 | YUM |
Yum Brands Inc
|
8,458 | $1,352,095 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
14,014 | $476,476 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
3,777 | $271,226 |
All Filings in BROS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,226 | 3,777 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $200,056 | 3,949 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $243,471 | 3,977 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $258,233 | 3,777 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||