Position in BROS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,689
+$2,560 QoQ
Shares Held
121
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#470
of 549 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $2,059,616 across 13 Restaurants names. BROS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,390 | $1,456,970 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
1,444 | $279,024 | |
| 3 | SBUX |
Starbucks Corp
|
1,859 | $189,971 | |
| 4 | DRI |
Darden Restaurants Inc
|
335 | $69,013 | |
| 5 | DPZ |
Dominos Pizza Inc
|
58 | $17,170 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
425 | $14,450 | |
| 7 | YUM |
Yum Brands Inc
|
78 | $12,469 | |
| 8 | BROS |
Dutch Bros Inc.
This page
|
121 | $8,689 |
All Filings in BROS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,689 | 121 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,129 | 121 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,061 | 50 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||