Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s El Pollo Loco LOCO Stock Holding History

Carson Wealth (CWM LLC)’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 		$73.7K Buy
5,317
+502
+10% +$5.75K ﹤0.01% 3515
2025
Q4 		$50K Buy
4,815
+332
+7% +$3.43K ﹤0.01% 3603
2025
Q3 		$43K Buy
4,483
+254
+6% +$2.66K ﹤0.01% 3647
2025
Q2 		$47K Buy
4,229
+1,008
+31% +$9.99K ﹤0.01% 3329
2025
Q1 		$33K Sell
3,221
-408
-11% -$4.61K ﹤0.01% 3316
2024
Q4 		$42K Sell
3,629
-575
-14% -$7.25K ﹤0.01% 2931
2024
Q3 		$58K Buy
4,204
+396
+10% +$4.96K ﹤0.01% 2578
2024
Q2 		$43K Buy
3,808
+969
+34% +$9.65K ﹤0.01% 2585
2024
Q1 		$28K Buy
2,839
+268
+10% +$2.41K ﹤0.01% 2676
2023
Q4 		$23K Buy
2,571
+2,182
+561% +$18.8K ﹤0.01% 2691
2023
Q3 		$3K Buy
389
+299
+332% +$2.9K ﹤0.01% 3683
2023
Q2 		$1K Buy
90
+10
+13% +$94 ﹤0.01% 3993
2023
Q1 		$1K Hold
80
– – ﹤0.01% 3864
2022
Q4 		$1K Hold
80
– – ﹤0.01% 3781
2022
Q3 		$1K Buy
80
+36
+82% +$339 ﹤0.01% 3688
2022
Q2 		$0 Buy
44
+15
+52% +$158 ﹤0.01% 3970
2022
Q1 		$0 Hold
29
– – ﹤0.01% 3718
2021
Q4 		$0 Buy
+29
New +$424 ﹤0.01% 3585

Other funds holding LOCO

BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LOCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its El Pollo Loco (LOCO) stake by 10% in Q1 2026, buying an estimated $5.75K and bringing the position to 5,317 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Carson Wealth (CWM LLC) first reported a position in LOCO in Q4 2021 and has held it in 18 quarters since. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,317 shares of El Pollo Loco worth $73.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 502 El Pollo Loco shares in Q1 2026, an estimated $5.75K.
  • El Pollo Loco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3515 holding.
  • Carson Wealth (CWM LLC) first reported a position in El Pollo Loco in Q4 2021 and has held it in 18 quarters since.
  • 142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.