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CGC Financial Services, LLC

Position in BROS — Dutch Bros Inc.

CIK 1992785 LAKE OSWEGO, OR

Position in BROS

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$12,351
+$3,638 QoQ
Shares Held
172
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#463
of 549 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BROS Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

CGC Financial Services, LLC holds $542,128 across 4 Restaurants names. BROS ranks #4 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BROS
Dutch Bros Inc.
This page
172 $12,351

All Filings in BROS

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,351 172
2026-03-31 $8,713 172
2025-12-31 $10,529 172
2025-09-30 $5,129 98
2025-06-30 $6,700 98
2025-03-31 $6,050 98
2024-12-31 $6,652 127
2024-09-30 $4,067 127
2024-06-30 $5,257 127
2024-03-31 $4,191 127
2023-12-31 $6,143 194
2023-09-30 $3,464 149
2023-06-30 $8,449 297