TRUE Private Wealth Advisors

Position in BROS — Dutch Bros Inc.

CIK 1667074 Salem, OR

Position in BROS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,303,286

+$1,254,112 QoQ

Shares Held

59,926

-0.4% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#131

of 549 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $5,416,666 across 3 Restaurants names. BROS ranks #1 (79.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BROS	Dutch Bros Inc. This page	59,926	$4,303,286
2	SBUX	Starbucks Corp	5,999	$613,037
3	MCD	Mcdonalds Corp	1,851	$500,343

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,303,286	59,926	-0.4%	Shares	Sole	2026-07-23
2026-03-31	$3,049,174	60,189	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$3,682,627	60,154	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$3,163,953	60,450	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$4,191,969	61,313	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$3,805,962	61,645	-11.2%	Shares	Sole	2025-05-15
2024-12-31	$3,635,014	69,397	-1.4%	Shares	Sole	2025-02-13
2024-09-30	$2,254,815	70,397	-3.6%	Shares	Sole	2024-11-14
2024-06-30	$3,022,075	72,997	-1.3%	Shares	Sole	2024-07-16
2024-03-31	$2,440,581	73,957	-4.1%	Shares	Sole	2024-04-25
2023-12-31	$2,441,186	77,082	-3.9%	Shares	Sole	2024-01-30
2023-09-30	$1,864,696	80,202	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$2,308,717	81,150	+1.7%	Shares	Sole	2023-08-11
2023-03-31	$2,524,833	79,824	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$2,256,073	80,031	-9.1%	Shares	Sole	2023-02-14
2022-09-30	$2,743,536	88,075	+162.0%	Shares	Sole	2022-11-04
2022-06-30	$1,063,914	33,615	+45.4%	Shares	Sole	2022-07-28
2022-03-31	$1,277,787	23,119	+20.5%	Shares	Sole	2022-05-09
2021-12-31	$976,911	19,189	+39.9%	Shares	Sole	2022-02-11
2021-09-30	$594,350	13,720	—	Shares	Sole	2021-11-05
No filing history on record for this holder in this stock.