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Moran Wealth Management, LLC

Position in BROS — Dutch Bros Inc.

CIK 1965334 Naples, FL

Position in BROS

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$6,811,321
+$4,133,485 QoQ
Shares Held
94,852
+79.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#110
of 549 holders
Holding Since
Dec 2025
3 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, 2026

Moran Wealth Management, LLC holds $34,916,624 across 4 Restaurants names. BROS ranks #3 (19.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BROS
Dutch Bros Inc.
This page
94,852 $6,811,321

All Filings in BROS

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,811,321 94,852
2026-03-31 $2,677,836 52,859
2025-12-31 $3,332,143 54,429