Evergreen Wealth Partners LLC

Position in BROS — Dutch Bros Inc.

CIK 2101006 KALISPELL, MT

Position in BROS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$363,214

+$107,989 QoQ

Shares Held

5,058

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#332

of 549 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Evergreen Wealth Partners LLC holds $978,131 across 3 Restaurants names. BROS ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BROS	Dutch Bros Inc. This page	5,058	$363,214
2	MCD	Mcdonalds Corp	1,284	$347,078
3	SBUX	Starbucks Corp	2,621	$267,839

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,214	5,058	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$255,225	5,038	+7.1%	Shares	Sole	2026-05-08
2025-12-31	$287,978	4,704	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.