Position in BROS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$216,578
New position
Shares Held
3,016
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#388
of 549 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, 2026WEALTH ALLIANCE, LLC holds $5,712,114 across 9 Restaurants names. BROS ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,366 | $1,720,793 | |
| 2 | SBUX |
Starbucks Corp
|
13,308 | $1,359,944 | |
| 3 | DRI |
Darden Restaurants Inc
|
4,599 | $947,439 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
10,716 | $437,962 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
4,718 | $375,269 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
8,321 | $282,914 | |
| 7 | BROS |
Dutch Bros Inc.
This page
|
3,016 | $216,578 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
2,768 | $200,707 |
All Filings in BROS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,578 | 3,016 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||