Position in BROS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$447,735
+$232,279 QoQ
Shares Held
6,235
+46.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#304
of 539 holders
Holding Since
Mar 2022
15 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, 2026WOLFF WIESE MAGANA LLC holds $1,828,834 across 12 Restaurants names. BROS ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,839 | $1,308,030 | |
| 2 | BROS |
Dutch Bros Inc.
This page
|
6,235 | $447,735 | |
| 3 | SBUX |
Starbucks Corp
|
416 | $42,511 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
355 | $12,070 | |
| 5 | DRI |
Darden Restaurants Inc
|
53 | $10,918 | |
| 6 | SHAK |
Shake Shack Inc.
|
62 | $3,473 | |
| 7 | PTLO |
Portillo's Inc.
|
541 | $2,564 | |
| 8 | WING |
Wingstop Inc.
|
5 | $867 |
All Filings in BROS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,735 | 6,235 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $215,456 | 4,253 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $44,323 | 724 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $35,381 | 676 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $46,218 | 676 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $41,736 | 676 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $40,227 | 768 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $24,727 | 772 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $31,960 | 772 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $25,476 | 772 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $24,449 | 772 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $11,253 | 484 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,128 | 356 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,479 | 110 | Shares | Sole | 2023-04-18 | |
| 2022-03-31 | $607 | 11 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||