Position in BROS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$183,977
+$97,957 QoQ
Shares Held
2,562
+50.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#400
of 549 holders
Holding Since
Jun 2024
9 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, 2026Covestor Ltd holds $861,149 across 29 Restaurants names. BROS ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BROS |
Dutch Bros Inc.
This page
|
2,562 | $183,977 | |
| 2 | MCD |
Mcdonalds Corp
|
415 | $112,178 | |
| 3 | WEN |
Wendy's Co
|
9,643 | $79,940 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,239 | $76,126 | |
| 5 | PZZA |
Papa Johns International Inc
|
1,571 | $57,765 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
703 | $50,974 | |
| 7 | YUM |
Yum Brands Inc
|
285 | $45,560 | |
| 8 | SHAK |
Shake Shack Inc.
|
735 | $41,174 |
All Filings in BROS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,977 | 2,562 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $86,020 | 1,698 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $109,155 | 1,783 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $75,474 | 1,442 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $79,104 | 1,157 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $196,827 | 3,188 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $244,038 | 4,659 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $117,325 | 3,663 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $33,285 | 804 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||