Position in BROS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$28,724
+$8,460 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 549 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $1,155,437 across 9 Restaurants names. BROS ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,362 | $908,782 | |
| 2 | YUM |
Yum Brands Inc
|
321 | $51,315 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
655 | $47,494 | |
| 4 | CAVA |
Cava Group, Inc.
|
500 | $39,240 | |
| 5 | DPZ |
Dominos Pizza Inc
|
118 | $34,932 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
400 | $28,724 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
111 | $21,448 | |
| 8 | SBUX |
Starbucks Corp
|
150 | $15,328 |
All Filings in BROS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,724 | 400 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $20,264 | 400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,488 | 400 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||