Forum Financial Management, LP

Position in BROS — Dutch Bros Inc.

CIK 1911832 LOMBARD, IL

Position in BROS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$216,291

-$163,395 QoQ

Shares Held

3,012

-51.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#390

of 549 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Forum Financial Management, LP holds $4,539,197 across 5 Restaurants names. BROS ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	9,360	$2,530,101
2	SBUX	Starbucks Corp	14,504	$1,482,163
3	BROS	Dutch Bros Inc. This page	3,012	$216,291
4	YUM	Yum Brands Inc	1,337	$213,732
5	SG	Sweetgreen, Inc.	11,000	$96,910

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,291	3,012	-51.4%	Shares	Sole	2026-07-23
2025-12-31	$379,686	6,202	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$324,403	6,198	+13.2%	Shares	Sole	2025-10-24
2025-06-30	$374,325	5,475	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$337,409	5,465	—	Shares	Sole	2025-05-02
No filing history on record for this holder in this stock.