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The company

Dutch Bros Inc.

BROS · NYSE

Consumer DiscretionaryRestaurantsNot moving yet

BROS stood above a rising 150-day average in 9 of the last 52 weekly readings, and has been out of that trend for the last 11 weeks. It is 23.5% below that average now. Restaurants: 34% of its 50 stocks in an uptrend (±0 points in four weeks); Consumer Discretionary: 26% (+2 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 11
Industry in uptrend: 34% 0 in 4 wk
Insider buys, 12 months: $411K
Insider sales, 12 months: $992.5M
Officials’ trades on record: 8
Institutions holding: 519 (+46)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 9 of 52 weeks.

17 Apr – 16 Oct

Restaurants: A minority of its stocks are in an uptrend and the share has held steady. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

8 disclosed lines: House 8, Senate 0, executive 0; 1 people.

Who	Did	Amount	Traded
Earl Blumenauer House: U.S. House ClerkOR03	soldspouse	$1k–$15k	30 Jun 2023filed 12 Jul 2023
Earl Blumenauer House: U.S. House ClerkOR03	sold	$1k–$15k	15 Oct 2021filed 7 Nov 2021
Earl Blumenauer House: U.S. House ClerkOR03	bought	$1k–$15k	15 Sep 2021filed 12 Oct 2021
Earl Blumenauer House: U.S. House ClerkOR03	bought	$1k–$15k	15 Sep 2021filed 12 Oct 2021
Earl Blumenauer House: U.S. House ClerkOR03	bought	$1k–$15k	15 Sep 2021filed 12 Oct 2021
Earl Blumenauer House: U.S. House ClerkOR03	bought	$1k–$15k	15 Sep 2021filed 12 Oct 2021
Earl Blumenauer House: U.S. House ClerkOR03	bought	$1k–$15k	15 Sep 2021filed 5 Oct 2021
Earl Blumenauer House: U.S. House ClerkOR03	bought	$1k–$15k	15 Sep 2021filed 5 Oct 2021

Insiders

Buy orders, 12 months2

Sale orders, 12 months25

Buyers · sellers1 · 4

Who	Did	Shares	Traded
Todd Allan PenegorDirector	bought	2,000at $51.56	13 Aug 2026filed 14 Aug 2026
Dm Trust Aggregator, Llc10% owner	sold	233,690at $62.47	11 Jun 2026filed 12 Jun 2026
Dm Trust Aggregator, Llc10% owner	sold	226,120at $63.46	11 Jun 2026filed 12 Jun 2026
Dm Trust Aggregator, Llc10% owner	sold	29,135at $64.10	11 Jun 2026filed 12 Jun 2026
Dm Individual Aggregator, Llc10% owner	sold	124,771at $62.47	11 Jun 2026filed 12 Jun 2026
Dm Individual Aggregator, Llc10% owner	sold	120,729at $63.46	11 Jun 2026filed 12 Jun 2026
Dm Individual Aggregator, Llc10% owner	sold	15,555at $64.10	11 Jun 2026filed 12 Jun 2026
Travis BoersmaExecutive Chairman of Board	sold	233,690at $62.47	11 Jun 2026filed 12 Jun 2026
Travis BoersmaExecutive Chairman of Board	sold	226,120at $63.46	11 Jun 2026filed 12 Jun 2026
Travis BoersmaExecutive Chairman of Board	sold	29,135at $64.10	11 Jun 2026filed 12 Jun 2026
Travis BoersmaExecutive Chairman of Board	sold	124,771at $62.47	11 Jun 2026filed 12 Jun 2026
Travis BoersmaExecutive Chairman of Board	sold	120,729at $63.46	11 Jun 2026filed 12 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders519+46 on the quarter

New · exited112 · 67

Reported value$8.3B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
FMR LLCadded · filed 13 Aug 2026	16,724,132$1.2B	+7,157,735+74.8%
BlackRock, Inc.added · filed 7 Aug 2026	14,662,985$1.1B	+784,858+5.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	6,066,585$435.6M	+376,484+6.6%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	5,938,536$426.4M	+466,063+8.5%
STATE STREET CORPadded · filed 7 Aug 2026	3,851,321$276.6M	+71,814+1.9%
WELLINGTON MANAGEMENT GROUP LLPadded · filed 14 Aug 2026	3,090,882$222.0M	+851,075+38.0%
BAILLIE GIFFORD & COreduced · filed 6 Aug 2026	2,738,885$196.7M	-255,326−8.5%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026	2,483,555$178.4M	-46,574−1.8%
CITADEL ADVISORS LLCadded · filed 14 Aug 2026	2,210,958$158.8M	+204,005+10.2%
WESTFIELD CAPITAL MANAGEMENT CO LPreduced · filed 12 Aug 2026	2,184,001$156.8M	-129,356−5.6%