Position in BROS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$811,237
+$128,543 QoQ
Shares Held
11,297
-16.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#251
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, 2026Keudell/Morrison Wealth Management holds $2,002,976 across 2 Restaurants names. BROS ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
11,662 | $1,191,739 | |
| 2 | BROS |
Dutch Bros Inc.
This page
|
11,297 | $811,237 |
All Filings in BROS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,237 | 11,297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $682,694 | 13,476 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $548,469 | 8,959 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $671,393 | 9,820 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $622,339 | 10,080 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $559,994 | 10,691 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $353,483 | 11,036 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $436,604 | 10,546 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $330,726 | 10,022 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $307,895 | 9,722 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $216,945 | 9,331 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $262,792 | 9,237 | Shares | Sole | 2023-07-20 | |
| 2022-09-30 | $249,231 | 8,001 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $241,837 | 7,641 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $397,446 | 7,191 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $389,766 | 7,656 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $270,533 | 6,245 | Shares | Sole | 2021-12-08 | |
| No filing history on record for this holder in this stock. | ||||||