Blue Trust Inc’s El Pollo Loco LOCO Stock Holding History

Blue Trust Inc’s Portfolio LOCO Stock Details LOCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91K	Sell	6,565 -419	-6%	-$4.8K	﹤0.01%	1074
2025 Q4	$73.1K	Sell	6,984 -257	-4%	-$2.66K	﹤0.01%	1203
2025 Q3	$70.2K	Sell	7,241 -1,000	-12%	-$10.5K	﹤0.01%	1234
2025 Q2	$90.7K	Hold	8,241	–	–	﹤0.01%	1089
2025 Q1	$84.9K	Sell	8,241 -955	-10%	-$10.8K	﹤0.01%	1069
2024 Q4	$106K	Sell	9,196 -950	-9%	-$12K	﹤0.01%	912
2024 Q3	$115K	Sell	10,146 -172	-2%	-$2.15K	﹤0.01%	1143
2024 Q2	$101K	Hold	10,318	–	–	﹤0.01%	974
2024 Q1	$101K	Sell	10,318 -12	-0.1%	-$108	﹤0.01%	714
2023 Q4	$92K	Hold	10,330	–	–	﹤0.01%	709
2023 Q3	$91K	Hold	10,330	–	–	﹤0.01%	651
2023 Q2	$99K	Sell	10,330 -190	-2%	-$1.78K	﹤0.01%	508
2023 Q1	$105K	Buy	10,520 +1,267	+14%	+$14.4K	﹤0.01%	750
2022 Q4	$83K	Hold	9,253	–	–	﹤0.01%	729
2022 Q3	$91K	Sell	9,253 -112	-1%	-$1.05K	﹤0.01%	559
2022 Q2	$109K	Buy	+9,365	New	+$98.6K	﹤0.01%	467

Other funds holding LOCO

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Blue Trust Inc's LOCO Position: Q1 2026 in Review

Blue Trust Inc reduced its El Pollo Loco (LOCO) stake by 6% in Q1 2026, selling an estimated $4.8K and leaving 6,565 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Blue Trust Inc first reported a position in LOCO in Q2 2022 and has held it in 16 quarters since. The position peaked at $115K in Q3 2024. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

Blue Trust Inc held 6,565 shares of El Pollo Loco worth $91K as of Q1 2026.
Blue Trust Inc sold 419 El Pollo Loco shares in Q1 2026, an estimated $4.8K.
El Pollo Loco made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1074 holding.
Blue Trust Inc first reported a position in El Pollo Loco in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's El Pollo Loco position peaked at $115K in Q3 2024.
142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.