Position in BROS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$20,264
-$4,224 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $10,370,531 across 11 Restaurants names. BROS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
44,867 | $8,795,726 | |
| 2 | SBUX |
Starbucks Corp
|
6,720 | $602,044 | |
| 3 | MCD |
Mcdonalds Corp
|
1,870 | $581,177 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
3,307 | $244,387 | |
| 5 | CAVA |
Cava Group, Inc.
|
780 | $63,102 | |
| 6 | YUM |
Yum Brands Inc
|
402 | $62,502 | |
| 7 | BROS |
Dutch Bros Inc.
This page
|
400 | $20,264 | |
| 8 | EAT |
Brinker International, Inc
|
8 | $1,142 |
All Filings in BROS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,264 | 400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,488 | 400 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $20,936 | 400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,346 | 634 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||