Jeremy Grantham's ARMK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.53 M shares of Aramark (ARMK) worth $93.33 M, representing 0.24% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ARMK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.01 M shares. Largest reduction occurred in Q4 2025, reducing 356,659 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Aramark (ARMK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Aramark (ARMK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -356,659 | Reduce 12.35% | 2.53 M | $36.86 |
| Q3 2025 | +227,301 | Add 8.54% | 2.89 M | $38.40 |
| Q2 2025 | +248,588 | Add 10.30% | 2.66 M | $41.87 |
| Q1 2025 | +1.01 M | Add 71.56% | 2.41 M | $34.52 |
| Q4 2024 | +189,001 | Add 15.53% | 1.41 M | $37.31 |
| Q3 2024 | +534,426 | Add 78.26% | 1.22 M | $38.73 |
| Q2 2024 | +275,540 | Add 67.64% | 682,924 | $34.02 |
| Q1 2024 | +295,757 | Add 264.95% | 407,384 | $32.52 |
| Q4 2023 | +16,408 | Add 17.23% | 111,627 | $28.10 |
| Q3 2023 | +8,237 | Add 9.47% | 95,219 | $25.05 |
| Q2 2023 | +15,628 | Add 21.90% | 86,982 | $31.08 |
| Q1 2023 | +6,335 | Add 9.74% | 71,354 | $25.85 |
| Q2 2022 | -5,124 | Reduce 7.31% | 65,019 | $22.12 |
| Q1 2022 | +5,062 | Add 7.78% | 70,143 | $27.14 |
| Q4 2021 | +5,807 | Add 9.80% | 65,081 | $26.61 |
| Q3 2021 | -19,613 | Reduce 24.86% | 59,274 | $23.72 |
| Q2 2021 | +3,127 | Add 4.13% | 78,887 | $26.90 |
| Q1 2021 | +75,760 | New Buy | 75,760 | $27.28 |
| Q1 2020 | -6,582 | Sold Out | 0 | $0.00 |
| Q4 2019 | -67,611 | Reduce 91.13% | 6,582 | $31.30 |
| Q3 2019 | -31,163 | Reduce 29.58% | 74,193 | $31.47 |
| Q2 2019 | +105,356 | New Buy | 105,356 | $26.04 |
Jeremy Grantham's Aramark Investment FAQs
Jeremy Grantham first purchased Aramark (ARMK) in Q2 2019, acquiring 105,356 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Aramark (ARMK) for 24 quarters since Q2 2019.
Jeremy Grantham's largest addition to Aramark (ARMK) was in Q1 2025, adding 2,412,799 shares worth $83.29 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,532,029 shares of Aramark (ARMK), valued at approximately $93.33 M.
As of the Q4 2025 filing, Aramark (ARMK) represents approximately 0.24% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Aramark (ARMK) was 2,888,688 shares, as reported at the end of Q3 2025.