Morton Brown Family Wealth, LLC

Position in BROS — Dutch Bros Inc.

CIK 1909851 ALLENTOWN, PA

Position in BROS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,181

+$2,115 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#479

of 549 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $481,716 across 5 Restaurants names. BROS ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,674	$452,498
2	SBUX	Starbucks Corp	171	$17,474
3	BROS	Dutch Bros Inc. This page	100	$7,181
4	CAVA	Cava Group, Inc.	50	$3,924
5	YUM	Yum Brands Inc	4	$639

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,181	100	0.0%	Shares	Sole	2026-07-21
2026-03-31	$5,066	100	0.0%	Shares	Sole	2026-04-21
2025-12-31	$6,122	100	0.0%	Shares	Sole	2026-01-28
2025-09-30	$5,234	100	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.