Position in BROS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,081,797
+$1,235,696 QoQ
Shares Held
42,916
+17.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 549 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026Creative Planning holds $302,703,227 across 28 Restaurants names. BROS ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
414,358 | $112,005,110 | |
| 2 | SBUX |
Starbucks Corp
|
579,189 | $59,187,323 | |
| 3 | YUM |
Yum Brands Inc
|
142,118 | $22,718,982 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
103,968 | $20,089,736 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
391,711 | $13,318,174 | |
| 6 | EAT |
Brinker International, Inc
|
56,746 | $9,533,328 | |
| 7 | DRI |
Darden Restaurants Inc
|
45,924 | $9,460,802 | |
| 8 | DPZ |
Dominos Pizza Inc
|
31,670 | $9,375,586 |
All Filings in BROS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,081,797 | 42,916 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,846,101 | 36,441 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,659,429 | 27,106 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $889,308 | 16,991 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,017,618 | 14,884 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,011,733 | 16,387 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $584,665 | 11,162 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $398,804 | 12,451 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $317,662 | 7,673 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $239,844 | 7,268 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $229,860 | 7,258 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $296,623 | 12,758 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $396,336 | 13,931 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $431,654 | 13,647 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $363,115 | 12,881 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $274,400 | 8,809 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $272,474 | 8,609 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $262,421 | 4,748 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||