GM Advisory Group’s Portillo's PTLO Stock Holding History

GM Advisory Group’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
2025 Q4	–	Sell	-300,000	Closed	-$1.94M	–	362
2025 Q3	$1.94M	Buy	+300,000	New	+$2.53M	0.08%	102

Other funds holding PTLO

OAG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ZIG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

GM Advisory Group's PTLO Position: Q4 2025 in Review

GM Advisory Group sold out of Portillo's (PTLO) in Q4 2025, closing a stake of 300,000 shares — an estimated $1.94M sold.

GM Advisory Group first reported a position in PTLO in Q3 2025 and held it in 1 quarter. The position peaked at $1.94M in Q3 2025. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2025.

GM Advisory Group reported no remaining Portillo's position as of Q4 2025 after selling out during the quarter.
GM Advisory Group sold 300,000 Portillo's shares in Q4 2025, an estimated $1.94M.
GM Advisory Group first reported a position in Portillo's in Q3 2025 and held it in 1 quarter.
GM Advisory Group's Portillo's position peaked at $1.94M in Q3 2025.
190 funds tracked by Wall St. Rank held Portillo's as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.