Pinnacle Wealth Planning Services, Inc.
Position in BROS — Dutch Bros Inc.
CIK 1726752
MANSFIELD, OH
Position in BROS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,870
+$5,080 QoQ
Shares Held
221
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
of 549 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Planning Services, Inc. holds $6,276,286 across 25 Restaurants names. BROS ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,578 | $4,210,889 | |
| 2 | YUM |
Yum Brands Inc
|
2,566 | $410,200 | |
| 3 | SBUX |
Starbucks Corp
|
3,104 | $317,197 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
8,661 | $294,474 | |
| 5 | EAT |
Brinker International, Inc
|
859 | $144,312 | |
| 6 | DRI |
Darden Restaurants Inc
|
686 | $141,322 | |
| 7 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,229 | $118,805 | |
| 8 | DPZ |
Dominos Pizza Inc
|
372 | $110,126 |
All Filings in BROS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,870 | 221 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,790 | 213 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,428 | 105 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||