Avior Wealth Management, LLC

Position in BROS — Dutch Bros Inc.

CIK 1599868 OMAHA, NE

Position in BROS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$610,313

+$179,754 QoQ

Shares Held

8,499

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#284

of 553 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Avior Wealth Management, LLC holds $6,409,745 across 5 Restaurants names. BROS ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	13,666	$3,694,056
2	SBUX	Starbucks Corp	13,303	$1,359,433
3	BROS	Dutch Bros Inc. This page	8,499	$610,313
4	YUM	Yum Brands Inc	3,348	$535,211
5	CMG	Chipotle Mexican Grill Inc	6,198	$210,732

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,313	8,499	0.0%	Shares	Sole	2026-07-07
2026-03-31	$430,559	8,499	+14.8%	Shares	Sole	2026-04-09
2025-12-31	$453,150	7,402	+510.2%	Shares	Sole	2026-01-06
2024-12-31	$63,536	1,213	-5.5%	Shares	Sole	2025-01-17
2024-09-30	$41,094	1,283	0.0%	Shares	Sole	2024-11-08
2024-06-30	$53,116	1,283	0.0%	Shares	Sole	2024-08-13
2024-03-31	$42,339	1,283	0.0%	Shares	Sole	2024-04-30
2023-12-31	$40,632	1,283	+1610.7%	Shares	Sole	2024-01-30
2023-09-30	$1,743	75	0.0%	Shares	Sole	2023-10-17
2023-06-30	$2,133	75	-81.2%	Shares	Sole	2023-07-19
2022-03-31	$22,108	400	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.