Center for Financial Planning’s Portillo's PTLO Stock Holding History

Center for Financial Planning’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.02K	Hold	382	–	–	﹤0.01%	579
2025 Q4	$1.74K	Hold	382	–	–	﹤0.01%	617
2025 Q3	$2.46K	Hold	382	–	–	﹤0.01%	582
2025 Q2	$4.46K	Hold	382	–	–	﹤0.01%	522
2025 Q1	$4.54K	Hold	382	–	–	﹤0.01%	540
2024 Q4	$3.59K	Hold	382	–	–	﹤0.01%	500
2024 Q3	$5.15K	Hold	382	–	–	﹤0.01%	457
2024 Q2	$3.71K	Buy	+382	New	+$4.25K	﹤0.01%	469

Other funds holding PTLO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Center for Financial Planning's PTLO Position: Q1 2026 in Review

Center for Financial Planning held its Portillo's (PTLO) position steady in Q1 2026 at 382 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Center for Financial Planning first reported a position in PTLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.15K in Q3 2024. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

Center for Financial Planning held 382 shares of Portillo's worth $2.02K as of Q1 2026.
Center for Financial Planning left its Portillo's share count unchanged in Q1 2026.
Portillo's made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #579 holding.
Center for Financial Planning first reported a position in Portillo's in Q2 2024 and has held it in 8 quarters since.
Center for Financial Planning's Portillo's position peaked at $5.15K in Q3 2024.
186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.