Corient Private Wealth’s El Pollo Loco LOCO Stock Holding History

Corient Private Wealth’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	–	Sell	-90,318	Closed	-$945K	–	2935
2025 Q4	$945K	Buy	+90,318	New	+$933K	﹤0.01%	1535

Other funds holding LOCO

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Corient Private Wealth's LOCO Position: Q1 2026 in Review

Corient Private Wealth sold out of El Pollo Loco (LOCO) in Q1 2026, closing a stake of 90,318 shares — an estimated $945K sold.

Corient Private Wealth first reported a position in LOCO in Q4 2025 and held it in 1 quarter. The position peaked at $945K in Q4 2025. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

Corient Private Wealth reported no remaining El Pollo Loco position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 90,318 El Pollo Loco shares in Q1 2026, an estimated $945K.
Corient Private Wealth first reported a position in El Pollo Loco in Q4 2025 and held it in 1 quarter.
Corient Private Wealth's El Pollo Loco position peaked at $945K in Q4 2025.
142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.