Creative Planning
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Creative Planning’s Aramark ARMK Stock Holding History

Creative Planning’s Portfolio ARMK Stock Details ARMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.69M Sell
82,368
-5,533
-6% -$273K ﹤0.01% 1459
2026
Q1 		$3.56M Buy
87,901
+21,358
+32% +$847K ﹤0.01% 1430
2025
Q4 		$2.45M Buy
66,543
+40,664
+157% +$1.55M ﹤0.01% 1562
2025
Q3 		$994K Buy
25,879
+15,961
+161% +$646K ﹤0.01% 2119
2025
Q2 		$415K Buy
9,918
+2,625
+36% +$97.5K ﹤0.01% 2631
2025
Q1 		$252K Sell
7,293
-367
-5% -$13.5K ﹤0.01% 2890
2024
Q4 		$286K Sell
7,660
-111
-1% -$4.32K ﹤0.01% 2706
2024
Q3 		$301K Buy
7,771
+716
+10% +$25.3K ﹤0.01% 2515
2024
Q2 		$240K Buy
+7,055
New +$229K ﹤0.01% 2537
2023
Q3 		– Sell
-9,583
Closed -$298K – 2918
2023
Q2 		$298K Buy
+9,583
New +$261K ﹤0.01% 1919
2023
Q1 		– Sell
-65
Closed -$1.94K – 2656
2022
Q4 		$1.94K Buy
+65
New +$1.79K ﹤0.01% 2432
2017
Q3 		– Sell
-551
Closed -$16K – 1991
2017
Q2 		$16K Buy
551
+343
+165% +$9.4K ﹤0.01% 3307
2017
Q1 		$6K Sell
208
-1,120
-84% -$28.5K ﹤0.01% 3846
2016
Q4 		$34K Buy
1,328
+597
+82% +$15.6K ﹤0.01% 2688
2016
Q3 		$20K Buy
731
+94
+15% +$2.48K ﹤0.01% 3056
2016
Q2 		$15K Sell
637
-69
-10% -$1.66K ﹤0.01% 2972
2016
Q1 		$17K Hold
706
– – ﹤0.01% 2858
2015
Q4 		$16K Hold
706
– – ﹤0.01% 2970
2015
Q3 		$15K Buy
+706
New +$16.1K ﹤0.01% 2937
2014
Q4 		– Sell
-693
Closed -$13K – 4141
2014
Q3 		$13K Buy
+693
New +$13.4K ﹤0.01% 2781

Other funds holding ARMK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's ARMK Position: Q2 2026 in Review

Creative Planning reduced its Aramark (ARMK) stake by 6.3% in Q2 2026, selling an estimated $273K and leaving 82,368 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Creative Planning first reported a position in ARMK in Q3 2014 and has held it in 20 quarters since. 549 funds tracked by Wall St. Rank hold ARMK as of Q2 2026.

  • Creative Planning held 82,368 shares of Aramark worth $4.69M as of Q2 2026.
  • Creative Planning sold 5,533 Aramark shares in Q2 2026, an estimated $273K.
  • Aramark made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1459 holding.
  • Creative Planning first reported a position in Aramark in Q3 2014 and has held it in 20 quarters since.
  • 549 funds tracked by Wall St. Rank held Aramark as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.