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BROS Dutch Bros Inc.

Consumer Discretionary, filed as DUTCH BROS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 22.1%
  • $102M

Who owns this now

Largest portfolio weights among holders, up to 22.1% (Robert Karr, Joho Capital). Not free-float ownership.

  1. Robert Karr 22.1%

Who owns BROS

Sorted by value, long equity only, as of 2026 Q2.

History
Robert Karr, Joho Capital 22.1% Hold 1,418,394 $102M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BROS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BROS insider trades
  • $205K bought by 1 insider
  • None no sales outside a trading plan
  • $687M sold by 4 insiders under 10b5-1 plans
  1. DM Individual Aggregator, LLC 10% owner
    Planned sale
    $882K 20,008 shares at $44.09 0.9% of stake
    Traded Oct 30 Filed Oct 30
  2. DM Trust Aggregator, LLC 10% owner
    Planned sale
    $1.7M 37,470 shares at $44.09 0.9% of stake
    Traded Oct 30 Filed Oct 30
  3. Travis Boersma Chair
    Planned sale
    $2.5M 57,478 shares at $44.09 2.5% of stake
    Traded Oct 30 Filed Oct 30
  4. DM Individual Aggregator, LLC 10% owner
    Planned sale
    $6.3M 142,023 shares at $44.03 6% of stake
    Traded Oct 29 Filed Oct 30
  5. DM Trust Aggregator, LLC 10% owner
    Planned sale
    $11.7M 266,000 shares at $44.03 6% of stake
    Traded Oct 29 Filed Oct 30
  6. Travis Boersma Chair
    Planned sale
    $18M 408,023 shares at $44.03 16% of stake
    Traded Oct 29 Filed Oct 30
  7. DM Individual Aggregator, LLC 10% owner
    Planned sale
    $2.2M 50,709 shares at $44.01 2.1% of stake
    Traded Oct 20 Filed Oct 22
  8. DM Trust Aggregator, LLC 10% owner
    Planned sale
    $4.2M 94,978 shares at $44.01 2.1% of stake
    Traded Oct 20 Filed Oct 22
  9. Travis Boersma Chair
    Planned sale
    $6.4M 145,687 shares at $44.01 5.8% of stake
    Traded Oct 20 Filed Oct 22
  10. Todd Allan Penegor Director
    Buy
    $103K 2,000 shares at $51.56 +37% to stake
    Traded Aug 13 Filed Aug 14
  11. Travis Boersma Chair
    Planned sale
    $92.6M 1,499,999 shares at $61.71 38% of stake
    Traded Jun 10–11 Filed Jun 12
  12. DM Individual Aggregator, LLC 10% owner
    Planned sale
    $32.2M 522,109 shares at $61.70 18% of stake
    Traded Jun 10–11 Filed Jun 12
  13. DM Trust Aggregator, LLC 10% owner
    Planned sale
    $60.3M 977,890 shares at $61.71 18% of stake
    Traded Jun 10–11 Filed Jun 12
  14. Christine Barone CEO
    Planned sale
    $2.5M 42,031 shares at $60.13 49% of stake
    Traded Jun 10 Filed Jun 11
  15. Travis Boersma Chair
    Planned sale
    $43.7M 749,999 shares at $58.26 20% of stake
    Traded May 29–Jun 1 Filed Jun 2

Also filed in the last 12 months, not counted as buying or selling: 47 option exercises, 16 share withholdings for taxes, 5 other transactions, and 4 conversions.

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
SCHEDULE 13G/A —
10-Q
8-K 2.02,7.01,8.01,9.01
8-K/A 5.07

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $0.966B $1.28B $1.64B
Gross profit * $251.3M $340.13M $423.95M
Gross margin * 26.0% 26.6% 25.9%
Net income $1.72M $35.26M $79.84M
Net margin * 0.2% 2.8% 4.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $205.26M $357.94M $357.38M
Total non-current assets * $1.56B $2.14B $2.65B
Total assets $1.76B $2.5B $3.01B
Total current liabilities $138.12M $203.07M $240.5M
Total non-current liabilities * $0.95B $1.53B $1.87B
Total equity $364.34M $537.37M $680.82M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $139.92M $246.43M $295.54M
Cash from investing -$227.28M -$212.07M -$241.07M
Cash from financing $200.73M $125.45M -$78.43M
Net change in cash $113.37M $159.81M -$23.95M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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