Position in BROS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$224,908
-$567,943 QoQ
Shares Held
3,132
-83.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#383
of 549 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 11%
Shared 1%
None 88%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $579,381,422 across 25 Restaurants names. BROS ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,559,002 | $289,018,636 | |
| 2 | MCD |
Mcdonalds Corp
|
4,486,962 | $212,356,898 | |
| 3 | YUM |
Yum Brands Inc
|
162,948 | $26,048,867 | |
| 4 | CAKE |
Cheesecake Factory Inc
|
101,425 | $8,067,344 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
190,974 | $6,493,116 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
81,652 | $5,920,586 | |
| 7 | DRI |
Darden Restaurants Inc
|
27,931 | $5,754,065 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,540 | $4,896,501 |
All Filings in BROS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,908 | 3,132 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $792,851 | 19,151 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $611,424 | 18,528 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||