Position in BROS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,740
-$3,295 QoQ
Shares Held
261
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 549 holders
Holding Since
Dec 2022
15 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, 2026EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. BROS ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,683 | $1,265,857 | |
| 2 | SBUX |
Starbucks Corp
|
5,255 | $537,002 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
2,279 | $440,367 | |
| 4 | EAT |
Brinker International, Inc
|
1,982 | $332,976 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,766 | $332,044 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,369 | $282,023 | |
| 7 | YUM |
Yum Brands Inc
|
1,507 | $240,903 | |
| 8 | DPZ |
Dominos Pizza Inc
|
431 | $127,589 |
All Filings in BROS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,740 | 261 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,035 | 435 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,324 | 136 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,902 | 151 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,808 | 436 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,941 | 323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,608 | 88 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,338 | 73 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,022 | 73 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,409 | 73 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,546 | 112 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,627 | 70 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,970 | 245 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,535 | 175 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,933 | 175 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||