Position in BROS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,154
+$685 QoQ
Shares Held
30
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 549 holders
Holding Since
Sep 2023
8 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, 2026JFS WEALTH ADVISORS, LLC holds $2,367,187 across 17 Restaurants names. BROS ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
7,173 | $1,938,933 | |
| 2 | SBUX |
Starbucks Corp
|
2,241 | $229,007 | |
| 3 | YUM |
Yum Brands Inc
|
677 | $108,225 | |
| 4 | DRI |
Darden Restaurants Inc
|
111 | $22,867 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
447 | $18,268 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
454 | $15,436 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
62 | $11,980 | |
| 8 | DPZ |
Dominos Pizza Inc
|
26 | $7,697 |
All Filings in BROS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154 | 30 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,469 | 29 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,203 | 36 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,407 | 46 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,504 | 22 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,358 | 22 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $680 | 13 | Shares | Sole | 2025-01-31 | |
| 2023-09-30 | $3,162 | 136 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||