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Equibles

MORGAN STANLEY

Position in PTLO — Portillo's Inc.

CIK 895421 NEW YORK, NY
Back to PTLO Full portfolio

Position in PTLO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,489,396
+$257,259 QoQ
Shares Held
736,160
+20.5% QoQ
Ownership
0.969%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 172 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 48% Shared 0% None 52%

Common Shares in PTLO Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. PTLO ranks #29 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCD
Mcdonalds Corp
 15,027,364 $4,062,046,753
2 SBUX
Starbucks Corp
 19,928,895 $2,036,533,771
3 YUM
Yum Brands Inc
 4,397,381 $702,965,319
4 CMG
Chipotle Mexican Grill Inc
 19,771,645 $672,235,930
5 DRI
Darden Restaurants Inc
 1,880,762 $387,455,772
6 QSR
Restaurant Brands International Inc.
 4,844,426 $351,269,326
7 DPZ
Dominos Pizza Inc
 960,302 $284,287,795
8 CAVA
Cava Group, Inc.
 2,127,156 $166,939,197

All Filings in PTLO

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,489,396 736,160
2026-03-31 $3,232,137 610,991
2025-12-31 $4,961,662 1,092,878
2025-09-30 $5,008,422 776,500
2025-06-30 $7,651,200 655,630
2025-03-31 $6,298,819 529,758
2024-12-31 $10,911,000 1,160,745
2024-09-30 $12,421,424 922,155
2024-06-30 $6,007,948 618,102
2024-03-31 $8,458,835 596,533
2023-12-31 $8,562,084 537,482
2023-09-30 $3,507,178 227,887
2023-06-30 $6,020,012 267,200
2023-03-31 $5,442,379 254,674
2022-12-31 $3,822,695 234,234
2022-09-30 $5,763,691 292,722
2022-06-30 $2,048,979 125,320
2022-03-31 $3,798,301 154,654
2021-12-31 $3,063,225 81,599