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Savant Capital’s Portillo's PTLO Stock Holding History

Savant Capital’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 		$62.6K Buy
+12,455
New +$60.3K ﹤0.01% 1822
2025
Q1 		– Sell
-10,221
Closed -$96.1K – 1356
2024
Q4 		$96.1K Buy
+10,221
New +$117K ﹤0.01% 1380

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

Savant Capital's PTLO Position: Q2 2026 in Review

Savant Capital opened a new position in Portillo's (PTLO) in Q2 2026: 12,455 shares worth $62.6K. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings. This is a return to the name: Savant Capital previously reported a position in PTLO as recently as Q4 2024.

Savant Capital first reported a position in PTLO in Q4 2024 and has held it in 2 quarters since. The position peaked at $96.1K in Q4 2024. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Savant Capital held 12,455 shares of Portillo's worth $62.6K as of Q2 2026.
  • Portillo's was a new Savant Capital position in Q2 2026.
  • Portillo's made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1822 holding.
  • Savant Capital first reported a position in Portillo's in Q4 2024 and has held it in 2 quarters since.
  • Savant Capital's Portillo's position peaked at $96.1K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.