DIMENSIONAL FUND ADVISORS LP

Position in PTLO — Portillo's Inc.

CIK 354204 AUSTIN, TX

Position in PTLO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$5,700,904

-$599,674 QoQ

Shares Held

1,077,676

-22.3% QoQ

Ownership

1.42%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 89.09514547971746.ToString("F0")% Shared 6.261807816078302.ToString("F0")% None 4.643046704204233.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $2,549,455,334 across 35 Restaurants names. PTLO ranks #27 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	1,909,321	$593,397,872
2	DRI	Darden Restaurants Inc	1,265,473	$248,083,325
3	SBUX	Starbucks Corp	2,744,517	$245,881,275
4	CMG	Chipotle Mexican Grill Inc	6,720,880	$215,135,366
5	YUM	Yum Brands Inc	1,019,387	$158,494,289
6	TXRH	Texas Roadhouse, Inc.	864,006	$142,681,950
7	YUMC	Yum China Holdings, Inc.	2,669,310	$130,208,939
8	EAT	Brinker International, Inc	882,783	$126,034,927

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.