Position in BROS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$53,211
+$15,672 QoQ
Shares Held
741
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#428
of 549 holders
Holding Since
Sep 2021
19 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, 2026Cedar Mountain Advisors, LLC holds $782,326 across 11 Restaurants names. BROS ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,321 | $357,079 | |
| 2 | SBUX |
Starbucks Corp
|
3,271 | $334,263 | |
| 3 | BROS |
Dutch Bros Inc.
This page
|
741 | $53,211 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
168 | $12,181 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
145 | $11,533 | |
| 6 | BLMN |
Bloomin' Brands, Inc.
|
659 | $6,023 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
30 | $5,796 | |
| 8 | CBRL |
Cracker Barrel Old Country Store, Inc
|
21 | $1,119 |
All Filings in BROS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,211 | 741 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $37,539 | 741 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $45,364 | 741 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $38,783 | 741 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $50,662 | 741 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $45,749 | 741 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $38,813 | 741 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $34,944 | 1,091 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $45,167 | 1,091 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $36,003 | 1,091 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $34,551 | 1,091 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $25,365 | 1,091 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $19,232 | 676 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $21,381 | 676 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $19,056 | 676 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,057 | 676 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $21,395 | 676 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $34,415 | 676 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $29,284 | 676 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||