Clearstead Advisors, LLC

Position in BROS — Dutch Bros Inc.

CIK 842775 CLEVELAND, OH

Position in BROS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,837

+$8,520 QoQ

Shares Held

137

+426.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#467

of 549 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Clearstead Advisors, LLC holds $25,873,122 across 30 Restaurants names. BROS ranks #16 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	48,477	$13,103,817
2	SBUX	Starbucks Corp	65,393	$6,682,510
3	CMG	Chipotle Mexican Grill Inc	50,272	$1,709,248
4	YUM	Yum Brands Inc	9,287	$1,484,619
5	TXRH	Texas Roadhouse, Inc.	3,799	$734,080
6	EAT	Brinker International, Inc	3,916	$657,888
7	WING	Wingstop Inc.	2,379	$412,542
8	DRI	Darden Restaurants Inc	1,991	$410,165

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,837	137	+426.9%	Shares	Sole	2026-08-06
2026-03-31	$1,317	26	-98.2%	Shares	Sole	2026-05-06
2025-12-31	$86,626	1,415	+35275.0%	Shares	Sole	2026-02-09
2025-09-30	$209	4	-99.1%	Shares	Sole	2025-11-10
2025-06-30	$32,133	470	-41.8%	Shares	Sole	2025-08-08
2025-03-31	$49,885	808	+144.8%	Shares	Sole	2025-05-13
2024-12-31	$17,285	330	+11.5%	Shares	Sole	2025-02-10
2024-09-30	$9,480	296	+196.0%	Shares	Sole	2024-11-13
2024-06-30	$4,140	100	0.0%	Shares	Sole	2024-08-12
2024-03-31	$3,300	100	+81.8%	Shares	Sole	2024-05-14
2023-09-30	$1,278	55	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,564	55	0.0%	Shares	Sole	2023-08-07
2023-03-31	$1,739	55	0.0%	Shares	Sole	2023-05-09
2022-12-31	$1,550	55	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,713	55	0.0%	Shares	Sole	2022-11-15
2022-06-30	$1,740	55	+7.8%	Shares	Sole	2022-08-12
2022-03-31	$2,818	51	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.