KESTRA PRIVATE WEALTH SERVICES, LLC

Position in BROS — Dutch Bros Inc.

CIK 1649451 AUSTIN, TX

Position in BROS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,259,142

+$668,976 QoQ

Shares Held

31,460

+0.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#180

of 547 holders

Holding Since

Dec 2021

16 quarters on record

Consumer Cyclical · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $41,433,044 across 9 Restaurants names. BROS ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	65,692	$17,757,204
2	SBUX	Starbucks Corp	103,675	$10,594,548
3	CMG	Chipotle Mexican Grill Inc	128,521	$4,369,714
4	DPZ	Dominos Pizza Inc	8,838	$2,616,401
5	BROS	Dutch Bros Inc. This page	31,460	$2,259,142
6	YUM	Yum Brands Inc	12,561	$2,008,001
7	DRI	Darden Restaurants Inc	4,171	$859,267
8	QSR	Restaurant Brands International Inc.	8,705	$631,199

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,259,142	31,460	+0.2%	Shares	Sole	2026-07-28
2026-03-31	$1,590,166	31,389	+2.8%	Shares	Sole	2026-04-20
2025-12-31	$1,868,434	30,520	-7.7%	Shares	Sole	2026-01-29
2025-09-30	$1,731,459	33,081	+4.3%	Shares	Sole	2025-11-17
2025-06-30	$2,168,012	31,710	+7.1%	Shares	Sole	2025-08-07
2025-03-31	$1,828,183	29,611	+3.5%	Shares	Sole	2025-05-05
2024-12-31	$1,499,115	28,620	+6.3%	Shares	Sole	2025-01-28
2024-09-30	$862,343	26,923	+1.8%	Shares	Sole	2024-11-13
2024-06-30	$1,094,823	26,445	+8.3%	Shares	Sole	2024-08-12
2024-03-31	$805,728	24,416	+3.9%	Shares	Sole	2024-05-02
2023-12-31	$744,561	23,510	+19.6%	Shares	Sole	2024-02-05
2023-09-30	$456,955	19,654	+5.3%	Shares	Sole	2023-11-08
2023-06-30	$530,848	18,659	+9.5%	Shares	Sole	2023-08-08
2023-03-31	$539,101	17,044	+189.5%	Shares	Sole	2023-05-12
2022-03-31	$325,374	5,887	+16.6%	Shares	Sole	2022-07-21
2021-12-31	$256,942	5,047	—	Shares	Sole	2022-07-21
No filing history on record for this holder in this stock.