Position in BROS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,683
+$2,263 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
of 549 holders
Holding Since
Mar 2026
2 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, 2026Prestige Wealth Management Group LLC holds $1,547,288 across 8 Restaurants names. BROS ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,263 | $1,152,331 | |
| 2 | SBUX |
Starbucks Corp
|
2,597 | $265,386 | |
| 3 | TXRH |
Texas Roadhouse, Inc.
|
447 | $86,373 | |
| 4 | YUM |
Yum Brands Inc
|
101 | $16,145 | |
| 5 | DRI |
Darden Restaurants Inc
|
52 | $10,712 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
107 | $7,683 | |
| 7 | EAT |
Brinker International, Inc
|
26 | $4,368 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
105 | $4,290 |
All Filings in BROS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,683 | 107 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,420 | 107 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||