Position in BROS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$295,856
+$46,660 QoQ
Shares Held
4,120
-16.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 553 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Arkadios Wealth Advisors holds $27,728,238 across 11 Restaurants names. BROS ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
43,419 | $8,944,747 | |
| 2 | MCD |
Mcdonalds Corp
|
31,766 | $8,586,667 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
56,490 | $4,096,088 | |
| 4 | SBUX |
Starbucks Corp
|
28,537 | $2,916,195 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
60,571 | $780,760 | |
| 6 | PZZA |
Papa Johns International Inc
|
20,391 | $749,776 | |
| 7 | YUM |
Yum Brands Inc
|
4,051 | $647,592 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,991 | $384,720 |
All Filings in BROS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,856 | 4,120 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $249,196 | 4,919 | Shares | Sole | 2026-05-18 | |
| 2021-09-30 | $42,843 | 989 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||