DIMENSIONAL FUND ADVISORS LP

Position in PTLO — Portillo's Inc.

CIK 354204 AUSTIN, TX

Position in PTLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,885,973

-$3,814,931 QoQ

Shares Held

397,885

-63.1% QoQ

Ownership

0.524%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#25

of 172 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 70% Shared 17% None 13%

Consumer Cyclical · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $2,798,758,213 across 35 Restaurants names. PTLO ranks #29 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,936,562	$523,472,072
2	SBUX	Starbucks Corp	2,811,642	$287,321,693
3	DRI	Darden Restaurants Inc	1,333,459	$274,705,886
4	CMG	Chipotle Mexican Grill Inc	6,462,304	$219,718,336
5	TXRH	Texas Roadhouse, Inc.	969,073	$187,253,972
6	YUM	Yum Brands Inc	1,054,862	$168,630,237
7	EAT	Brinker International, Inc	888,115	$149,203,320
8	YUMC	Yum China Holdings, Inc.	2,641,284	$107,949,274

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,885,973	397,885	-63.1%	Shares	Sole	2026-08-11
2026-03-31	$5,700,904	1,077,676	-22.3%	Shares	Sole	2026-05-07
2025-12-31	$6,300,578	1,387,793	-34.9%	Shares	Sole	2026-02-12
2025-09-30	$13,750,328	2,131,834	+11.6%	Shares	Sole	2025-11-12
2025-06-30	$22,295,954	1,910,536	+12.5%	Shares	Sole	2025-08-12
2025-03-31	$20,185,818	1,697,714	+54.0%	Shares	Sole	2025-05-13
2024-12-31	$10,359,766	1,102,103	+139.2%	Shares	Sole	2025-02-13
2024-09-30	$6,207,377	460,830	+0.4%	Shares	Sole	2024-11-07
2024-06-30	$4,459,923	458,840	-27.5%	Shares	Sole	2024-08-09
2024-03-31	$8,971,372	632,678	+4.5%	Shares	Sole	2024-05-10
2023-12-31	$9,645,644	605,502	+18.7%	Shares	Sole	2024-02-07
2023-09-30	$7,848,237	509,957	+230.0%	Shares	Sole	2023-11-09
2023-06-30	$3,481,176	154,513	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.