Mercer Global Advisors
PTLO icon

Mercer Global Advisors’s Portillo's PTLO Stock Holding History

Mercer Global Advisors’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
Q2 		$166K Buy
35,029
+13,066
+59% +$63.3K ﹤0.01% 3309
2026
Q1 		$116K Buy
21,963
+5,645
+35% +$30.7K ﹤0.01% 2979
2025
Q4 		$74.1K Buy
+16,318
New +$85.2K ﹤0.01% 2754

Other funds holding PTLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors's PTLO Position: Q2 2026 in Review

Mercer Global Advisors increased its Portillo's (PTLO) stake by 59% in Q2 2026, buying an estimated $63.3K and bringing the position to 35,029 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Mercer Global Advisors first reported a position in PTLO in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Mercer Global Advisors held 35,029 shares of Portillo's worth $166K as of Q2 2026.
  • Mercer Global Advisors bought 13,066 Portillo's shares in Q2 2026, an estimated $63.3K.
  • Portillo's made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3309 holding.
  • Mercer Global Advisors first reported a position in Portillo's in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.