Position in BROS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$297,724
+$81,356 QoQ
Shares Held
4,146
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 549 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. BROS ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
This page
|
4,146 | $297,724 |
All Filings in BROS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,724 | 4,146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $216,368 | 4,271 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $283,264 | 4,627 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $186,853 | 3,570 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $253,652 | 3,710 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $186,578 | 3,022 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $150,173 | 2,867 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $147,562 | 4,607 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $153,759 | 3,714 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $112,959 | 3,423 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $99,032 | 3,127 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $49,359 | 2,123 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $59,346 | 2,086 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $65,758 | 2,079 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $96 | 2,635 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $183,722 | 5,898 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $184,741 | 5,837 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $176,974 | 3,202 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $16,393 | 322 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||