Position in BROS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$758,026
+$239,927 QoQ
Shares Held
10,556
+3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
of 549 holders
Holding Since
Dec 2021
11 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,119,547 across 6 Restaurants names. BROS ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,146 | $8,689,385 | |
| 2 | DRI |
Darden Restaurants Inc
|
7,220 | $1,487,392 | |
| 3 | SBUX |
Starbucks Corp
|
12,233 | $1,250,090 | |
| 4 | BROS |
Dutch Bros Inc.
This page
|
10,556 | $758,026 | |
| 5 | YUM |
Yum Brands Inc
|
4,605 | $736,155 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,704 | $198,499 |
All Filings in BROS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,026 | 10,556 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $518,099 | 10,227 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $620,770 | 10,140 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $449,338 | 8,585 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $546,276 | 7,990 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $462,062 | 7,484 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $355,817 | 6,793 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $205,024 | 6,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,399 | 6,314 | Shares | Sole | 2024-08-09 | |
| 2022-03-31 | $256,784 | 4,646 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $223,240 | 4,385 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||