Position in BROS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,362
+$4,230 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
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, 2026PETERSON WEALTH MANAGEMENT holds $98,428 across 2 Restaurants names. BROS ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
311 | $84,066 | |
| 2 | BROS |
Dutch Bros Inc.
This page
|
200 | $14,362 |
All Filings in BROS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,362 | 200 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,132 | 200 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||