Position in PTLO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$803,979
+$343,238 QoQ
Shares Held
151,981
+49.8% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1.3725399885512004.ToString("F0")%
Shared 0.ToString("F0")%
None 98.6274600114488.ToString("F0")%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. PTLO ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in PTLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $803,979 | 151,981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $460,741 | 101,485 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $117,750 | 18,256 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||