Position in BROS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$227,159
New position
Shares Held
4,484
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $88,784,929 across 6 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
282,614 | $76,393,390 | |
| 2 | SBUX |
Starbucks Corp
|
75,211 | $7,685,812 | |
| 3 | YUM |
Yum Brands Inc
|
14,820 | $2,369,125 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,168 | $1,064,659 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
27,897 | $948,498 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,914 | $323,445 |
All Filings in BROS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,159 | 4,484 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||