Position in BROS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$35,905,000
New position
Shares Held
500,000
first reported quarter
Ownership
0.286%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#4
of 115 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Curated Wealth Partners LLC holds $92,614,409 across 7 Restaurants names. BROS ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BROS |
Dutch Bros Inc.
This page
|
500,000 | $35,905,000 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
705,799 | $23,997,166 | |
| 3 | MCD |
Mcdonalds Corp
|
55,763 | $15,073,294 | |
| 4 | WING |
Wingstop Inc.
|
72,194 | $12,519,161 | |
| 5 | SBUX |
Starbucks Corp
|
20,248 | $2,069,142 | |
| 6 | YUM |
Yum Brands Inc
|
11,540 | $1,844,783 | |
| 7 | BRCB |
Black Rock Coffee Bar, Inc.
|
145,460 | $1,205,863 |
All Filings in BROS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,905,000 | 500,000 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||