Position in ARCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,299
-$17,341 QoQ
Shares Held
10,459
-15.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 174 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $84,780,725 across 11 Restaurants names. ARCO ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
169,676 | $45,865,119 | |
| 2 | SBUX |
Starbucks Corp
|
240,127 | $24,538,578 | |
| 3 | DPZ |
Dominos Pizza Inc
|
17,793 | $5,267,439 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
47,553 | $3,448,068 | |
| 5 | YUM |
Yum Brands Inc
|
16,206 | $2,590,691 | |
| 6 | DRI |
Darden Restaurants Inc
|
4,761 | $980,813 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
24,362 | $828,308 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
4,053 | $783,161 |
All Filings in ARCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,299 | 10,459 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $101,640 | 12,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,212 | 13,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $73,716 | 10,921 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||