Position in BROS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$518,099
-$102,671 QoQ
Shares Held
10,227
+0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,494,645 across 6 Restaurants names. BROS ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
31,907 | $9,916,376 | |
| 2 | DRI |
Darden Restaurants Inc
|
6,925 | $1,357,577 | |
| 3 | SBUX |
Starbucks Corp
|
11,741 | $1,051,876 | |
| 4 | BROS |
Dutch Bros Inc.
This page
|
10,227 | $518,099 | |
| 5 | YUM |
Yum Brands Inc
|
3,118 | $484,786 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
|
11,972 | $165,931 |
All Filings in BROS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||