CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in BROS — Dutch Bros Inc.
CIK 884546
SAN FRANCISCO, CA
Position in BROS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,631,439
+$25,234,356 QoQ
Shares Held
1,206,398
-0.5% QoQ
Ownership
0.691%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 549 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,801,597,006 across 34 Restaurants names. BROS ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,201,372 | $1,676,292,864 | |
| 2 | SBUX |
Starbucks Corp
|
8,739,565 | $893,096,145 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,711,214 | $764,547,195 | |
| 4 | YUM |
Yum Brands Inc
|
1,777,309 | $284,120,616 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,154,311 | $277,246,574 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
578,148 | $111,715,537 | |
| 7 | EAT |
Brinker International, Inc
|
634,754 | $106,638,672 | |
| 8 | BROS |
Dutch Bros Inc.
This page
|
1,206,398 | $86,631,439 |
All Filings in BROS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,631,439 | 1,206,398 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $61,397,083 | 1,211,944 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,757,859 | 1,172,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,546,344 | 1,175,895 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $52,242,063 | 764,108 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,467,550 | 687,845 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $36,297,035 | 692,956 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $22,021,489 | 687,527 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,943,887 | 505,891 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,999,954 | 393,938 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,404,058 | 296,939 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,574,658 | 282,781 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,374,614 | 153,765 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,812,662 | 152,155 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,318,200 | 153,182 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,058,284 | 130,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,243,157 | 134,065 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,588,570 | 119,207 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,906,629 | 116,021 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||