Position in BROS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,851,064
+$2,751,139 QoQ
Shares Held
151,108
-5.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 547 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $839,911,594 across 24 Restaurants names. BROS ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,187,567 | $321,011,232 | |
| 2 | YUM |
Yum Brands Inc
|
1,825,459 | $291,817,873 | |
| 3 | SBUX |
Starbucks Corp
|
922,624 | $94,282,945 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,218,069 | $41,414,346 | |
| 5 | DRI |
Darden Restaurants Inc
|
122,182 | $25,170,712 | |
| 6 | DPZ |
Dominos Pizza Inc
|
37,845 | $11,203,633 | |
| 7 | BROS |
Dutch Bros Inc.
This page
|
151,108 | $10,851,064 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
102,254 | $7,414,435 |
All Filings in BROS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,851,064 | 151,108 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,099,925 | 159,888 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,512,023 | 171,709 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,366,091 | 198,053 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $12,107,300 | 177,085 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,291,498 | 150,494 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,367,965 | 159,755 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,406,438 | 168,793 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,462,325 | 204,404 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,224,596 | 67,412 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $522,523 | 16,499 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $376,789 | 16,206 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $858,507 | 30,176 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,046,889 | 33,098 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,468,078 | 52,078 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,329,988 | 74,799 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,413,375 | 76,252 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,748,134 | 85,908 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,017,868 | 78,921 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||