Position in PTLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,810
-$210 QoQ
Shares Held
382
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 171 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Center for Financial Planning, Inc. holds $2,713,531 across 7 Restaurants names. PTLO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,300 | $1,432,643 | |
| 2 | DRI |
Darden Restaurants Inc
|
2,632 | $542,218 | |
| 3 | YUM |
Yum Brands Inc
|
2,457 | $392,776 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,142 | $242,828 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
2,150 | $87,870 | |
| 6 | SBUX |
Starbucks Corp
|
131 | $13,386 | |
| 7 | PTLO |
Portillo's Inc.
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|
382 | $1,810 |
All Filings in PTLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810 | 382 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,020 | 382 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,734 | 382 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,463 | 382 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,457 | 382 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,541 | 382 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,590 | 382 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,145 | 382 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,713 | 382 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||