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	-180,636	Closed	-$1.89M	–	2962
2025 Q4	$1.89M	Buy	+180,636	New	+$1.87M	﹤0.01%	1555

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

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 180,636 shares — an estimated $1.89M sold.

Corient Private Wealth first reported a position in LOCO in Q4 2025 and held it in 1 quarter. The position peaked at $1.89M 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 180,636 El Pollo Loco shares in Q1 2026, an estimated $1.89M.
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 $1.89M 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.