Position in PTLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$406,838
-$29,724 QoQ
Shares Held
85,831
+4.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1
of 10 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 20264WEALTH ADVISORS, INC. holds $1,360,221 across 2 Restaurants names. PTLO ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,527 | $953,383 | |
| 2 | PTLO |
Portillo's Inc.
This page
|
85,831 | $406,838 |
All Filings in PTLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,838 | 85,831 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $436,562 | 82,526 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $386,944 | 85,230 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $547,398 | 84,868 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $492,252 | 42,181 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $517,714 | 43,542 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $279,650 | 29,750 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||