Position in BROS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,109,678
+$190,707 QoQ
Shares Held
15,453
-14.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#233
of 549 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Independent Advisor Alliance holds $17,604,623 across 7 Restaurants names. BROS ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,612 | $10,707,519 | |
| 2 | SBUX |
Starbucks Corp
|
21,643 | $2,211,697 | |
| 3 | YUM |
Yum Brands Inc
|
8,612 | $1,376,713 | |
| 4 | BROS |
Dutch Bros Inc.
This page
|
15,453 | $1,109,678 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
26,663 | $906,542 | |
| 6 | EAT |
Brinker International, Inc
|
4,895 | $822,360 | |
| 7 | DRI |
Darden Restaurants Inc
|
2,282 | $470,114 |
All Filings in BROS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,678 | 15,453 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $918,971 | 18,140 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,222,685 | 19,972 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,088,043 | 20,788 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,422,232 | 20,802 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,218,870 | 19,742 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $970,862 | 18,535 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $578,878 | 18,073 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $727,480 | 17,572 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $551,166 | 16,702 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $528,160 | 16,677 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $382,044 | 16,432 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $560,322 | 19,695 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $630,354 | 19,929 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $434,887 | 15,427 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $463,698 | 14,886 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $385,686 | 12,186 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $367,570 | 7,220 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||