Creative Planning
PTLO icon

Creative Planning’s Portillo's PTLO Stock Holding History

Creative 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 		$804K Buy
151,981
+50,496
+50% +$275K ﹤0.01% 2639
2025
Q4 		$461K Buy
101,485
+83,229
+456% +$434K ﹤0.01% 2919
2025
Q3 		$118K Buy
+18,256
New +$154K ﹤0.01% 3650

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Creative Planning's PTLO Position: Q1 2026 in Review

Creative Planning increased its Portillo's (PTLO) stake by 50% in Q1 2026, buying an estimated $275K and bringing the position to 151,981 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Creative Planning first reported a position in PTLO in Q3 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

  • Creative Planning held 151,981 shares of Portillo's worth $804K as of Q1 2026.
  • Creative Planning bought 50,496 Portillo's shares in Q1 2026, an estimated $275K.
  • Portillo's made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2639 holding.
  • Creative Planning first reported a position in Portillo's in Q3 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.