Carson Wealth (CWM LLC)’s Arcos Dorados Holdings ARCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARCO Stock Details ARCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,046	Closed	-$8K	–	5248
2025 Q2	$8K	Buy	1,046 +8	+0.8%	+$61	﹤0.01%	4380
2025 Q1	$8K	Buy	1,038 +7	+0.7%	+$55	﹤0.01%	4196
2024 Q4	$8K	Buy	1,031 +9	+0.9%	+$77	﹤0.01%	3967
2024 Q3	$9K	Buy	1,022 +13	+1%	+$119	﹤0.01%	3812
2024 Q2	$9K	Buy	1,009 +6	+0.6%	+$62	﹤0.01%	3584
2024 Q1	$11K	Hold	1,003	–	–	﹤0.01%	3262
2023 Q4	$13K	Buy	1,003 +3	+0.3%	+$32	﹤0.01%	3019
2023 Q3	$9K	Hold	1,000	–	–	﹤0.01%	3166
2023 Q2	$10K	Hold	1,000	–	–	﹤0.01%	3054
2023 Q1	$8K	Buy	+1,000	New	+$8.22K	﹤0.01%	3051

Other funds holding ARCO

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

MCM

Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BCM

Brightlight Capital Management Westport, Connecticut $101M AUM 23.43% 1-Year Est. Return

EVC

Emeth Value Capital New Orleans, Louisiana $28.8M AUM 29.32% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARCO Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Arcos Dorados Holdings (ARCO) in Q3 2025, closing a stake of 1,046 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in ARCO in Q1 2023 and held it in 10 quarters. The position peaked at $13K in Q4 2023. 158 funds tracked by Wall St. Rank hold ARCO as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Arcos Dorados Holdings position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,046 Arcos Dorados Holdings shares in Q3 2025, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in Arcos Dorados Holdings in Q1 2023 and held it in 10 quarters.
Carson Wealth (CWM LLC)'s Arcos Dorados Holdings position peaked at $13K in Q4 2023.
158 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.