Steward Partners Investment Advisory, LLC
Position in BROS — Dutch Bros Inc.
CIK 1723397
STAMFORD, CT
Position in BROS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,320,611
+$1,106,038 QoQ
Shares Held
32,316
+34.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#177
of 549 holders
Holding Since
Sep 2021
20 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, 2026Steward Partners Investment Advisory, LLC holds $93,959,072 across 23 Restaurants names. BROS ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
162,541 | $43,936,457 | |
| 2 | DRI |
Darden Restaurants Inc
|
91,590 | $18,868,455 | |
| 3 | SBUX |
Starbucks Corp
|
138,965 | $14,200,833 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
180,178 | $6,126,052 | |
| 5 | YUM |
Yum Brands Inc
|
25,023 | $4,000,176 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
32,316 | $2,320,611 | |
| 7 | SHAK |
Shake Shack Inc.
|
27,815 | $1,558,196 | |
| 8 | DPZ |
Dominos Pizza Inc
|
5,029 | $1,488,785 |
All Filings in BROS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,611 | 32,316 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,214,573 | 23,975 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,362,757 | 22,260 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $973,838 | 18,606 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,170,084 | 17,114 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,060,075 | 17,170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,366,489 | 26,088 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $838,801 | 26,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,005,523 | 24,288 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $705,309 | 21,373 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $548,397 | 17,316 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $369,093 | 15,875 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332,153 | 11,675 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $351,093 | 11,100 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $284,719 | 10,100 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $389,375 | 12,500 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $439,935 | 13,900 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $707,456 | 12,800 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $330,915 | 6,500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $32,490 | 750 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||