Position in BROS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$36,120
+$6,383 QoQ
Shares Held
503
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#424
of 539 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $827,202 across 11 Restaurants names. BROS ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
2,294 | $472,586 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
2,882 | $97,988 | |
| 3 | BJRI |
BJs RESTAURANTS INC
|
1,152 | $69,966 | |
| 4 | SBUX |
Starbucks Corp
|
675 | $68,978 | |
| 5 | YUM |
Yum Brands Inc
|
330 | $52,753 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
503 | $36,120 | |
| 7 | FWRG |
First Watch Restaurant Group, Inc.
|
1,019 | $13,134 | |
| 8 | MCD |
Mcdonalds Corp
|
29 | $7,838 |
All Filings in BROS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,120 | 503 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $29,737 | 587 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,651 | 370 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,109 | 346 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $205 | 3 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $185 | 3 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $157 | 3 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||