Position in BROS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,181
-$418 QoQ
Shares Held
100
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#475
of 547 holders
Holding Since
Dec 2023
11 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, 2026NBT BANK N A /NY holds $18,342,284 across 8 Restaurants names. BROS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
60,954 | $16,476,475 | |
| 2 | SBUX |
Starbucks Corp
|
10,709 | $1,094,351 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
11,152 | $379,168 | |
| 4 | YUM |
Yum Brands Inc
|
2,187 | $349,612 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
443 | $18,105 | |
| 6 | DRI |
Darden Restaurants Inc
|
73 | $15,038 | |
| 7 | BROS |
Dutch Bros Inc.
This page
|
100 | $7,181 | |
| 8 | CAVA |
Cava Group, Inc.
|
30 | $2,354 |
All Filings in BROS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,181 | 100 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $7,599 | 150 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $3,734 | 61 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $2,721 | 52 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $3,418 | 50 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $3,087 | 50 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $2,619 | 50 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,601 | 50 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,070 | 50 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $1,650 | 50 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,583 | 50 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||