Sigma Planning Corp

Position in BROS — Dutch Bros Inc.

CIK 1449126 ANN ARBOR, MI

Position in BROS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$813,535

+$459,675 QoQ

Shares Held

11,329

+62.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#250

of 549 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sigma Planning Corp holds $9,483,578 across 6 Restaurants names. BROS ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	17,159	$4,638,249
2	SBUX	Starbucks Corp	22,154	$2,263,917
3	BROS	Dutch Bros Inc. This page	11,329	$813,535
4	YUM	Yum Brands Inc	4,870	$778,518
5	TXRH	Texas Roadhouse, Inc.	2,665	$514,957
6	CMG	Chipotle Mexican Grill Inc	13,953	$474,402

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,535	11,329	+62.2%	Shares	Sole	2026-08-07
2026-03-31	$353,860	6,985	+7.6%	Shares	Sole	2026-05-04
2025-12-31	$397,317	6,490	-10.1%	Shares	Sole	2026-01-30
2025-09-30	$377,894	7,220	+8.7%	Shares	Sole	2025-11-10
2025-06-30	$454,045	6,641	+19.0%	Shares	Sole	2025-08-05
2025-03-31	$344,509	5,580	-1.4%	Shares	Sole	2025-05-02
2024-12-31	$296,523	5,661	-17.2%	Shares	Sole	2025-02-03
2024-06-30	$283,093	6,838	-8.8%	Shares	Sole	2024-08-06
2024-03-31	$247,401	7,497	-83.6%	Shares	Sole	2024-05-02
2023-03-31	$1,444,763	45,677	+66.4%	Shares	Sole	2023-05-08
2022-12-31	$773,589	27,442	+19.2%	Shares	Sole	2023-01-24
2022-09-30	$717,135	23,022	-21.6%	Shares	Sole	2022-11-10
2022-06-30	$929,877	29,380	+50.0%	Shares	Sole	2022-08-11
2022-03-31	$1,082,573	19,587	+105.3%	Shares	Sole	2022-04-20
2021-12-31	$485,630	9,539	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.