Global Retirement Partners, LLC
PensionPosition in BROS — Dutch Bros Inc.
CIK 1749744
San Rafael, CA
Position in BROS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$474,305
+$375,741 QoQ
Shares Held
6,605
+310.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#300
of 549 holders
Holding Since
Sep 2021
17 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, 2026Global Retirement Partners, LLC holds $15,203,684 across 28 Restaurants names. BROS ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,946 | $6,472,843 | |
| 2 | SBUX |
Starbucks Corp
|
42,917 | $4,385,688 | |
| 3 | DPZ |
Dominos Pizza Inc
|
4,166 | $1,233,302 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,050 | $579,700 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,832 | $547,227 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
6,605 | $474,305 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,580 | $325,495 | |
| 8 | YUM |
Yum Brands Inc
|
1,820 | $290,945 |
All Filings in BROS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,305 | 6,605 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $98,564 | 1,610 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $325,397 | 6,217 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $569,795 | 8,334 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $105,388 | 2,012 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $42,824 | 1,337 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $48,231 | 1,165 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $54,351 | 1,647 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $52,160 | 1,647 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $38,292 | 1,647 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $46,857 | 1,647 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $47,350 | 1,497 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $38,592 | 1,369 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $48,874 | 1,569 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $49,658 | 1,569 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $75,664 | 1,369 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $5,371 | 124 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||