Position in BROS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$23,122
+$3,770 QoQ
Shares Held
322
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 549 holders
Holding Since
Jun 2022
7 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, 2026CX Institutional holds $13,867,754 across 13 Restaurants names. BROS ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
39,602 | $10,704,816 | |
| 2 | SBUX |
Starbucks Corp
|
16,574 | $1,693,697 | |
| 3 | YUM |
Yum Brands Inc
|
3,232 | $516,667 | |
| 4 | DRI |
Darden Restaurants Inc
|
2,236 | $460,638 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
6,878 | $233,852 | |
| 6 | DPZ |
Dominos Pizza Inc
|
564 | $166,966 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
724 | $29,589 | |
| 8 | BROS |
Dutch Bros Inc.
This page
|
322 | $23,122 |
All Filings in BROS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,122 | 322 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $19,352 | 382 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $6,122 | 100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,234 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,837 | 100 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,174 | 100 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $3,165 | 100 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||