Spire Wealth Management

Position in BROS — Dutch Bros Inc.

CIK 1858740 MCLEAN, VA

Position in BROS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$319,769

+$93,725 QoQ

Shares Held

4,453

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#343

of 549 holders

Holding Since

Jun 2022

17 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Spire Wealth Management holds $5,585,194 across 19 Restaurants names. BROS ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	18,196	$1,859,449
2	MCD	Mcdonalds Corp	5,977	$1,615,642
3	CMG	Chipotle Mexican Grill Inc	20,671	$702,814
4	YUM	Yum Brands Inc	3,112	$497,484
5	BROS	Dutch Bros Inc. This page	4,453	$319,769
6	CAVA	Cava Group, Inc.	3,887	$305,051
7	DRI	Darden Restaurants Inc	660	$135,966
8	WING	Wingstop Inc.	213	$36,936

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,769	4,453	-0.2%	Shares	Sole	2026-07-15
2026-03-31	$226,044	4,462	-5.7%	Shares	Sole	2026-04-22
2025-12-31	$289,631	4,731	-19.2%	Shares	Sole	2026-01-14
2025-09-30	$306,450	5,855	+32.3%	Shares	Sole	2025-10-23
2025-06-30	$302,537	4,425	+53.8%	Shares	Sole	2025-08-04
2025-03-31	$177,625	2,877	+357.4%	Shares	Sole	2025-04-23
2024-12-31	$32,947	629	-76.6%	Shares	Sole	2025-01-24
2024-09-30	$86,032	2,686	+89.8%	Shares	Sole	2024-10-15
2024-06-30	$58,581	1,415	+648.7%	Shares	Sole	2024-07-31
2024-03-31	$6,237	189	-67.9%	Shares	Sole	2024-04-24
2023-12-31	$18,653	589	+14.6%	Shares	Sole	2024-02-06
2023-09-30	$11,950	514	-78.4%	Shares	Sole	2023-11-08
2023-06-30	$67,767	2,382	+11810.0%	Shares	Sole	2023-08-09
2023-03-31	$632	20	-98.8%	Shares	Sole	2023-05-09
2022-12-31	$48,261	1,712	+956.8%	Shares	Sole	2023-02-03
2022-09-30	$5,046	162	0.0%	Shares	Sole	2022-11-07
2022-06-30	$5,127	162	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.