Junto Capital Management’s Aramark ARMK Stock Holding History

Junto Capital Management’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	$105M	Sell	1,847,824 -1,456,535	-44%	-$71.9M	1.85%	17
2026 Q1	$134M	Buy	+3,304,359	New	+$131M	2.82%	5
2025 Q4	–	Sell	-3,441,600	Closed	-$132M	–	73
2025 Q3	$132M	Buy	+3,441,600	New	+$139M	2.71%	8
2025 Q2	–	Sell	-1,347,016	Closed	-$46.5M	–	77
2025 Q1	$46.5M	Buy	+1,347,016	New	+$49.6M	0.97%	39
2024 Q3	–	Sell	-2,274,638	Closed	-$77.4M	–	80
2024 Q2	$77.4M	Buy	2,274,638 +1,174,473	+107%	+$38.1M	1.58%	20
2024 Q1	$35.8M	Buy	+1,100,165	New	+$33.1M	0.79%	58
2023 Q3	–	Sell	-1,435,777	Closed	-$44.6M	–	74
2023 Q2	$44.6M	Sell	1,435,777 -46,165	-3%	-$1.26M	1.13%	37
2023 Q1	$38.3M	Buy	1,481,942 +180,106	+14%	+$5.13M	1.06%	39
2022 Q4	$38.9M	Sell	1,301,836 -914,840	-41%	-$25.2M	1.1%	41
2022 Q3	$49.9M	Buy	+2,216,676	New	+$55.1M	1.39%	31
2018 Q4	–	Sell	-1,193,716	Closed	-$37.1M	–	39
2018 Q3	$37.1M	Buy	+1,193,716	New	+$34.9M	2.13%	22

Other funds holding ARMK

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

Jupiter Topco New York $245B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Junto Capital Management's ARMK Position: Q2 2026 in Review

Junto Capital Management reduced its Aramark (ARMK) stake by 44% in Q2 2026, selling an estimated $71.9M and leaving 1,847,824 shares worth $105M. The position accounts for 1.85% of the portfolio, ranked #17.

Junto Capital Management first reported a position in ARMK in Q3 2018 and has held it in 11 quarters since. The position peaked at $134M in Q1 2026. 548 funds tracked by Wall St. Rank hold ARMK as of Q2 2026.

Junto Capital Management held 1,847,824 shares of Aramark worth $105M as of Q2 2026.
Junto Capital Management sold 1,456,535 Aramark shares in Q2 2026, an estimated $71.9M.
Aramark made up 1.85% of Junto Capital Management's portfolio in Q2 2026, its #17 holding.
Junto Capital Management first reported a position in Aramark in Q3 2018 and has held it in 11 quarters since.
Junto Capital Management's Aramark position peaked at $134M in Q1 2026.
548 funds tracked by Wall St. Rank held Aramark as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.