Barnett & Company’s Papa John's PZZA Stock Holding History

Barnett & Company’s Portfolio PZZA Stock Details PZZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	30,000 -28,100	-48%	-$970K	0.82%	39
2026 Q1	$1.88M	Buy	58,100 +7,900	+16%	+$274K	1.46%	23
2025 Q4	$1.93M	Buy	50,200 +2,300	+5%	+$102K	1.56%	23
2025 Q3	$2.31M	Buy	47,900 +4,300	+10%	+$199K	1.78%	18
2025 Q2	$2.13M	Buy	43,600 +26,000	+148%	+$1.06M	1.68%	19
2025 Q1	$723K	Buy	+17,600	New	+$752K	0.6%	44

Other funds holding PZZA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ICM

Irth Capital Management New York $59.9M AUM 24.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Barnett & Company's PZZA Position: Q2 2026 in Review

Barnett & Company reduced its Papa John's (PZZA) stake by 48% in Q2 2026, selling an estimated $970K and leaving 30,000 shares worth $1.1M. The position accounts for 0.82% of the portfolio, ranked #39.

Barnett & Company first reported a position in PZZA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.31M in Q3 2025. 258 funds tracked by Wall St. Rank hold PZZA as of Q2 2026.

Barnett & Company held 30,000 shares of Papa John's worth $1.1M as of Q2 2026.
Barnett & Company sold 28,100 Papa John's shares in Q2 2026, an estimated $970K.
Papa John's made up 0.82% of Barnett & Company's portfolio in Q2 2026, its #39 holding.
Barnett & Company first reported a position in Papa John's in Q1 2025 and has held it in 6 quarters since.
Barnett & Company's Papa John's position peaked at $2.31M in Q3 2025.
258 funds tracked by Wall St. Rank held Papa John's as of Q2 2026.

Based on Barnett & Company's 13F filing for Q2 2026, filed 12 Aug 2026.