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Clearstead Advisors’s El Pollo Loco LOCO Stock Holding History

Clearstead Advisors’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
Q2 		$119 Buy
+7
New +$100 ﹤0.01% 3326
2025
Q4 		– Sell
-1
Closed -$10 – 3044
2025
Q3 		$10 Sell
1
-110
-99% -$1.15K ﹤0.01% 3045
2025
Q2 		$1.22K Buy
+111
New +$1.1K ﹤0.01% 2409

Other funds holding LOCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Clearstead Advisors's LOCO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in El Pollo Loco (LOCO) in Q2 2026: 7 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #3326 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LOCO as recently as Q3 2025.

Clearstead Advisors first reported a position in LOCO in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.22K in Q2 2025. 42 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

  • Clearstead Advisors held 7 shares of El Pollo Loco worth $119 as of Q2 2026.
  • El Pollo Loco was a new Clearstead Advisors position in Q2 2026.
  • El Pollo Loco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3326 holding.
  • Clearstead Advisors first reported a position in El Pollo Loco in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's El Pollo Loco position peaked at $1.22K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.