Position in BROS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,724
+$8,460 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 555 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $11,916,111 across 9 Restaurants names. BROS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
50,307 | $10,363,745 | |
| 2 | SBUX |
Starbucks Corp
|
6,553 | $669,651 | |
| 3 | MCD |
Mcdonalds Corp
|
1,799 | $486,287 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
3,307 | $239,790 | |
| 5 | YUM |
Yum Brands Inc
|
402 | $64,263 | |
| 6 | CAVA |
Cava Group, Inc.
|
780 | $61,214 | |
| 7 | BROS |
Dutch Bros Inc.
This page
|
400 | $28,724 | |
| 8 | RRGB |
Red Robin Gourmet Burgers Inc
|
300 | $2,397 |
All Filings in BROS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,724 | 400 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||