Position in BROS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$128,118
-$22,850 QoQ
Shares Held
2,529
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Parkside Financial Bank & Trust holds $4,849,371 across 22 Restaurants names. BROS ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,208 | $2,240,174 | |
| 2 | YUM |
Yum Brands Inc
|
6,212 | $965,841 | |
| 3 | SBUX |
Starbucks Corp
|
8,150 | $730,157 | |
| 4 | DRI |
Darden Restaurants Inc
|
940 | $184,276 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,344 | $173,221 | |
| 6 | BROS |
Dutch Bros Inc.
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|
2,529 | $128,118 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
3,874 | $124,006 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
1,560 | $76,095 |
All Filings in BROS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,118 | 2,529 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $150,968 | 2,466 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $117,502 | 2,245 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,810 | 202 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,348 | 200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,418 | 428 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,239 | 507 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $36,970 | 893 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||