Medina Value Partners’s Arcos Dorados Holdings ARCO Stock Holding History

Medina Value Partners’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 Q2	–	Sell	-1,649,277	Closed	-$13.3M	–	23
2025 Q1	$13.3M	Buy	1,649,277 +1,201,094	+268%	+$9.46M	3.8%	15
2024 Q4	$3.26M	Sell	448,183 -745,257	-62%	-$6.39M	1.34%	14
2024 Q3	$10.4M	Buy	1,193,440 +883,228	+285%	+$8.07M	3.9%	12
2024 Q2	$2.79M	Buy	+310,212	New	+$3.19M	1.4%	12
2022 Q2	–	Sell	-530,442	Closed	-$4.31M	–	20
2022 Q1	$4.31M	Sell	530,442 -342,269	-39%	-$2.36M	2.77%	15
2021 Q4	$5.09M	Buy	+872,711	New	+$4.43M	3.62%	13

Other funds holding ARCO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Medina Value Partners's ARCO Position: Q2 2025 in Review

Medina Value Partners sold out of Arcos Dorados Holdings (ARCO) in Q2 2025, closing a stake of 1,649,277 shares — an estimated $13.3M sold.

Medina Value Partners first reported a position in ARCO in Q4 2021 and held it in 6 quarters. The position peaked at $13.3M in Q1 2025. 151 funds tracked by Wall St. Rank hold ARCO as of Q2 2025.

Medina Value Partners reported no remaining Arcos Dorados Holdings position as of Q2 2025 after selling out during the quarter.
Medina Value Partners sold 1,649,277 Arcos Dorados Holdings shares in Q2 2025, an estimated $13.3M.
Medina Value Partners first reported a position in Arcos Dorados Holdings in Q4 2021 and held it in 6 quarters.
Medina Value Partners's Arcos Dorados Holdings position peaked at $13.3M in Q1 2025.
151 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q2 2025.

Based on Medina Value Partners's 13F filing for Q2 2025, filed 14 Aug 2025.