Marsico Capital Management’s Cintas CTAS Stock Holding History

Marsico Capital Management’s Portfolio CTAS Stock Details CTAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.1M	Buy	135,646 +55,714	+70%	+$9.63M	0.6%	43
2026 Q1	$13.5M	Hold	79,932	–	–	0.4%	48
2025 Q4	$15M	Sell	79,932 -11,268	-12%	-$2.12M	0.42%	37
2025 Q3	$18.7M	Sell	91,200 -2,416	-3%	-$516K	0.48%	39
2025 Q2	$20.9M	Sell	93,616 -16,629	-15%	-$3.58M	0.57%	35
2025 Q1	$22.7M	Buy	110,245 +19,045	+21%	+$3.79M	0.78%	30
2024 Q4	$16.7M	Hold	91,200	–	–	0.45%	32
2024 Q3	$18.8M	Sell	91,200 -29,968	-25%	-$5.78M	0.52%	29
2024 Q2	$21.2M	Hold	121,168	–	–	0.63%	26
2024 Q1	$20.8M	Hold	121,168	–	–	0.68%	25
2023 Q4	$18.3M	Hold	121,168	–	–	0.71%	27
2023 Q3	$14.6M	Sell	121,168 -8,804	-7%	-$1.1M	0.62%	26
2023 Q2	$16.2M	Hold	129,972	–	–	0.64%	26
2023 Q1	$15M	Hold	129,972	–	–	0.7%	30
2022 Q4	$14.7M	Buy	129,972 +41,236	+46%	+$4.46M	0.76%	29
2022 Q3	$8.61M	Hold	88,736	–	–	0.46%	37
2022 Q2	$8.29M	Hold	88,736	–	–	0.4%	35
2022 Q1	$9.44M	Hold	88,736	–	–	0.33%	40
2021 Q4	$9.83M	Hold	88,736	–	–	0.29%	44
2021 Q3	$8.45M	Hold	88,736	–	–	0.26%	46
2021 Q2	$8.47M	Hold	88,736	–	–	0.21%	45
2021 Q1	$7.57M	Sell	88,736 -14,736	-14%	-$1.25M	0.2%	53
2020 Q4	$9.14M	Hold	103,472	–	–	0.24%	47
2020 Q3	$8.61M	Hold	103,472	–	–	0.24%	47
2020 Q2	$6.89M	Buy	+103,472	New	+$5.98M	0.22%	45

Other funds holding CTAS

BlackRock New York $6.73T AUM 46.02% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marsico Capital Management's CTAS Position: Q2 2026 in Review

Marsico Capital Management increased its Cintas (CTAS) stake by 70% in Q2 2026, buying an estimated $9.63M and bringing the position to 135,646 shares worth $23.1M. The position accounts for 0.6% of the portfolio, ranked #43.

Marsico Capital Management first reported a position in CTAS in Q2 2020 and has held it in 25 quarters since. 1,426 funds tracked by Wall St. Rank hold CTAS as of Q2 2026.

Marsico Capital Management held 135,646 shares of Cintas worth $23.1M as of Q2 2026.
Marsico Capital Management bought 55,714 Cintas shares in Q2 2026, an estimated $9.63M.
Cintas made up 0.6% of Marsico Capital Management's portfolio in Q2 2026, its #43 holding.
Marsico Capital Management first reported a position in Cintas in Q2 2020 and has held it in 25 quarters since.
1,426 funds tracked by Wall St. Rank held Cintas as of Q2 2026.

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