Gradient Investments LLC

Position in BROS — Dutch Bros Inc.

CIK 1542265 ARDEN HILLS, MN

Position in BROS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$978,770

+$945,443 QoQ

Shares Held

13,630

+1593.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#239

of 549 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Gradient Investments LLC holds $66,753,896 across 5 Restaurants names. BROS ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	122,566	$33,130,815
2	SBUX	Starbucks Corp	295,201	$30,166,590
3	SHAK	Shake Shack Inc.	22,775	$1,275,855
4	CMG	Chipotle Mexican Grill Inc	35,349	$1,201,866
5	BROS	Dutch Bros Inc. This page	13,630	$978,770

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$978,770	13,630	+1593.2%	Shares	Sole	2026-07-08
2024-06-30	$33,327	805	0.0%	Shares	Sole	2024-07-18
2024-03-31	$26,565	805	-29.9%	Shares	Sole	2024-04-23
2023-12-31	$36,357	1,148	0.0%	Shares	Sole	2024-01-18
2023-09-30	$26,691	1,148	-9.5%	Shares	Sole	2023-10-27
2023-06-30	$36,103	1,269	0.0%	Shares	Sole	2023-07-11
2023-03-31	$40,138	1,269	0.0%	Shares	Sole	2023-04-17
2022-12-31	$35,773	1,269	+20.4%	Shares	Sole	2023-01-10
2022-09-30	$32,832	1,054	-19.1%	Shares	Sole	2022-10-14
2022-06-30	$41,239	1,303	+14.5%	Shares	Sole	2022-07-11
2022-03-31	$62,897	1,138	+15.5%	Shares	Sole	2022-05-26
2021-12-31	$50,146	985	0.0%	Shares	Sole	2022-01-12
2021-09-30	$42,670	985	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.