General American Investors’s Arcos Dorados Holdings ARCO Stock Holding History

General American Investors’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
2026 Q2	$6.93M	Sell	860,178 -90,000	-9%	-$777K	0.41%	57
2026 Q1	$7.84M	Hold	950,178	–	–	0.52%	48
2025 Q4	$6.97M	Buy	950,178 +250,000	+36%	+$1.8M	0.39%	56
2025 Q3	$4.73M	Buy	700,178 +268,484	+62%	+$1.91M	0.27%	62
2025 Q2	$3.41M	Buy	431,694 +50,000	+13%	+$378K	0.22%	63
2025 Q1	$3.08M	Buy	+381,694	New	+$3.01M	0.22%	58

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

MCM

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

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

PMG

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

General American Investors's ARCO Position: Q2 2026 in Review

General American Investors reduced its Arcos Dorados Holdings (ARCO) stake by 9.5% in Q2 2026, selling an estimated $777K and leaving 860,178 shares worth $6.93M. The position accounts for 0.41% of the portfolio, ranked #57.

General American Investors first reported a position in ARCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.84M in Q1 2026. 176 funds tracked by Wall St. Rank hold ARCO as of Q2 2026.

General American Investors held 860,178 shares of Arcos Dorados Holdings worth $6.93M as of Q2 2026.
General American Investors sold 90,000 Arcos Dorados Holdings shares in Q2 2026, an estimated $777K.
Arcos Dorados Holdings made up 0.41% of General American Investors's portfolio in Q2 2026, its #57 holding.
General American Investors first reported a position in Arcos Dorados Holdings in Q1 2025 and has held it in 6 quarters since.
General American Investors's Arcos Dorados Holdings position peaked at $7.84M in Q1 2026.
176 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.