Position in BROS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$662,519
+$271,931 QoQ
Shares Held
9,226
+19.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 169 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026STEPHENS INC /AR/ holds $105,426,609 across 10 Restaurants names. BROS ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRUS |
Kura Sushi USA, Inc.
|
1,102,847 | $63,479,873 | |
| 2 | MCD |
Mcdonalds Corp
|
85,155 | $23,018,248 | |
| 3 | DRI |
Darden Restaurants Inc
|
43,933 | $9,050,637 | |
| 4 | SBUX |
Starbucks Corp
|
55,500 | $5,671,545 | |
| 5 | YUM |
Yum Brands Inc
|
12,081 | $1,931,268 | |
| 6 | BROS |
Dutch Bros Inc.
This page
|
9,226 | $662,519 | |
| 7 | DPZ |
Dominos Pizza Inc
|
1,564 | $463,006 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
13,032 | $443,088 |
All Filings in BROS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,519 | 9,226 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $390,588 | 7,710 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $476,291 | 7,780 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $266,410 | 5,090 | Shares | Defined | 2025-10-27 | |
| 2024-12-31 | $260,119 | 4,966 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $209,091 | 6,528 | Shares | Defined | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||