Position in BROS
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$506
-$5,003 QoQ
Shares Held
10
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Basecamp Wealth Advisors LLC holds $1,931,712 across 14 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
7,799 | $796,979 | |
| 2 | MCD |
Mcdonalds Corp
|
1,910 | $516,292 | |
| 3 | YUM |
Yum Brands Inc
|
878 | $140,357 | |
| 4 | DPZ |
Dominos Pizza Inc
|
432 | $127,889 | |
| 5 | DRI |
Darden Restaurants Inc
|
538 | $110,833 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
2,499 | $84,966 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
1,059 | $76,788 | |
| 8 | EAT |
Brinker International, Inc
|
239 | $40,152 |
All Filings in BROS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506 | 10 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $5,509 | 90 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||