Position in ARCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$180,253
+$12,869 QoQ
Shares Held
22,364
+10.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
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, 2026NewEdge Wealth, LLC holds $15,804,121 across 10 Restaurants names. ARCO ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
58,258 | $5,953,385 | |
| 2 | MCD |
Mcdonalds Corp
|
13,236 | $3,577,823 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
29,622 | $2,147,891 | |
| 4 | DRI |
Darden Restaurants Inc
|
7,535 | $1,552,285 | |
| 5 | YUM |
Yum Brands Inc
|
4,572 | $730,879 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
19,516 | $663,544 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,391 | $501,565 | |
| 8 | DPZ |
Dominos Pizza Inc
|
997 | $295,151 |
All Filings in ARCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,253 | 22,364 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $167,384 | 20,289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $131,598 | 17,929 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $97,044 | 14,377 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||