Position in BROS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,487
New position
Shares Held
4,087
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 549 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $27,016,890 across 10 Restaurants names. BROS ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
70,636 | $19,093,617 | |
| 2 | SBUX |
Starbucks Corp
|
42,622 | $4,355,542 | |
| 3 | YUM |
Yum Brands Inc
|
7,324 | $1,170,814 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,564 | $597,176 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,336 | $395,509 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,953 | $377,378 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
4,115 | $298,378 | |
| 8 | BROS |
Dutch Bros Inc.
This page
|
4,087 | $293,487 |
All Filings in BROS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,487 | 4,087 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||