Position in BROS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$41,490
+$10,880 QoQ
Shares Held
819
+63.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,334,027 across 8 Restaurants names. BROS ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
2,670 | $829,809 | |
| 2 | SBUX |
Starbucks Corp
|
8,006 | $717,257 | |
| 3 | YUM |
Yum Brands Inc
|
3,926 | $610,414 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
2,095 | $102,194 | |
| 5 | BROS |
Dutch Bros Inc.
This page
|
819 | $41,490 | |
| 6 | DRI |
Darden Restaurants Inc
|
84 | $16,467 | |
| 7 | DPZ |
Dominos Pizza Inc
|
30 | $10,763 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
176 | $5,633 |
All Filings in BROS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,490 | 819 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $30,610 | 500 | Shares | Sole | 2026-01-23 | |
| 2024-06-30 | $7,659 | 185 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,105 | 185 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $5,858 | 185 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $4,301 | 185 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $5,263 | 185 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $5,851 | 185 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $5,215 | 185 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $5,762 | 185 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $5,855 | 185 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $10,224 | 185 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||