WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PTLO — Portillo's Inc.
CIK 1632972
PLYMOUTH, MN
Position in PTLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$189,874
+$66,152 QoQ
Shares Held
40,058
+71.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 10 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0.7389285535972839.ToString("F0")%
Shared 0.ToString("F0")%
None 99.26107144640271.ToString("F0")%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $233,400,764 across 24 Restaurants names. PTLO ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
299,919 | $81,071,104 | |
| 2 | SBUX |
Starbucks Corp
|
434,714 | $44,423,423 | |
| 3 | YUM |
Yum Brands Inc
|
216,796 | $34,657,008 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
365,666 | $26,514,441 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
49,519 | $9,568,556 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
276,310 | $9,394,540 | |
| 7 | DRI |
Darden Restaurants Inc
|
40,450 | $8,333,104 | |
| 8 | DPZ |
Dominos Pizza Inc
|
18,587 | $5,502,495 |
All Filings in PTLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,874 | 40,058 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $123,722 | 23,388 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||