Richard Pzena’s Arcos Dorados Holdings ARCO Stock Holding History

Richard Pzena’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	$87.1M	Buy	10,804,358 +63,192	+0.6%	+$546K	0.26%	62
2026 Q1	$88.6M	Buy	10,741,166 +178,602	+2%	+$1.45M	0.29%	61
2025 Q4	$77.5M	Sell	10,562,564 -864,730	-8%	-$6.22M	0.23%	61
2025 Q3	$77.1M	Buy	11,427,294 +4,893,812	+75%	+$34.7M	0.25%	62
2025 Q2	$51.5M	Buy	+6,533,482	New	+$49.4M	0.17%	77

Other funds holding ARCO

Lazard Asset Management New York $66.1B AUM 33.53% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Richard Pzena's ARCO Position: Q2 2026 in Review

Richard Pzena increased its Arcos Dorados Holdings (ARCO) stake by 0.59% in Q2 2026, buying an estimated $546K and bringing the position to 10,804,358 shares worth $87.1M. The position accounts for 0.26% of the portfolio, ranked #62.

Richard Pzena first reported a position in ARCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $88.6M in Q1 2026. 176 funds tracked by Wall St. Rank hold ARCO as of Q2 2026.

Richard Pzena held 10,804,358 shares of Arcos Dorados Holdings worth $87.1M as of Q2 2026.
Richard Pzena bought 63,192 Arcos Dorados Holdings shares in Q2 2026, an estimated $546K.
Arcos Dorados Holdings made up 0.26% of Richard Pzena's portfolio in Q2 2026, its #62 holding.
Richard Pzena first reported a position in Arcos Dorados Holdings in Q2 2025 and has held it in 5 quarters since.
Richard Pzena's Arcos Dorados Holdings position peaked at $88.6M in Q1 2026.
176 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.