13FPulse
AR

ARCO Arcos Dorados Holdings Inc.

2026Q2 · CUSIP G0457F107 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
174
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 156 → now 174
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

174 funds held ARCO at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.7B(YoY +4.7%). ARCO has had 8 buying rushes in its history. It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=99 2013Q4: holders=110 2014Q1: holders=91 2014Q2: holders=80 2014Q3: holders=75 2014Q4: holders=78 2015Q1: holders=78 2015Q2: holders=67 2015Q3: holders=70 2015Q4: holders=74 2016Q1: holders=83 2016Q2: holders=91 2016Q3: holders=104 2016Q4: holders=108 2017Q1: holders=104 2017Q2: holders=120 2017Q3: holders=112 2017Q4: holders=131 2018Q1: holders=126 2018Q2: holders=100 2018Q3: holders=91 2018Q4: holders=92 2019Q1: holders=102 2019Q2: holders=91 2019Q3: holders=91 2019Q4: holders=107 2020Q1: holders=97 2020Q2: holders=109 2020Q3: holders=115 2020Q4: holders=123 2021Q1: holders=117 2021Q2: holders=107 2021Q3: holders=102 2021Q4: holders=108 2022Q1: holders=117 2022Q2: holders=121 2022Q3: holders=130 2022Q4: holders=134 2023Q1: holders=144 2023Q2: holders=156 2023Q3: holders=143 2023Q4: holders=175 2024Q1: holders=177 2024Q2: holders=180 2024Q3: holders=167 2024Q4: holders=158 2025Q1: holders=164 2025Q2: holders=150 2025Q3: holders=157 2025Q4: holders=161 2026Q1: holders=156 2026Q2: holders=174 -32 -16 +0 +16 +32 60125189 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2023Q4 Top 20%
2023Q2 Top 20%
2023Q1 Top 20%
2022Q3 Top 20%
2017Q2 Top 20%
2016Q3 Top 20%
2016Q1 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
75
Change in large funds
+11
Total value they hold
$770M
Funds buying for the first time
40
Funds that sold out entirely
22
Price change that quarter
Funds holding puts (bearish)
2
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$1.01
EPS YoY
+42.3%
Revenue (TTM)
$4.7B
Revenue YoY
+4.7%
Net margin
ROE
Debt ratio
80.1%
FCF (TTM)
$15M
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.