Creative Planning
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Creative Planning’s El Pollo Loco LOCO Stock Holding History

Creative Planning’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 		$2.35M Buy
138,480
+23,971
+21% +$343K ﹤0.01% 1954
2026
Q1 		$1.59M Buy
114,509
+41,188
+56% +$472K ﹤0.01% 2087
2025
Q4 		$767K Buy
73,321
+45,595
+164% +$471K ﹤0.01% 2487
2025
Q3 		$269K Buy
27,726
+5,934
+27% +$62.2K ﹤0.01% 3231
2025
Q2 		$240K Buy
+21,792
New +$216K ﹤0.01% 3083
2025
Q1 		– Sell
-78
Closed -$900 – 3617
2024
Q4 		$900 Buy
+78
New +$983 ﹤0.01% 3538
2019
Q4 		– Sell
-17,550
Closed -$192K – 2066
2019
Q3 		$192K Hold
17,550
– – ﹤0.01% 1623
2019
Q2 		$187K Sell
17,550
-60
-0.3% -$696 ﹤0.01% 1638
2019
Q1 		$229K Buy
17,610
+60
+0.3% +$905 ﹤0.01% 1494
2018
Q4 		$266K Hold
17,550
– – ﹤0.01% 1310
2018
Q3 		$220K Sell
17,550
-200
-1% -$2.44K ﹤0.01% 1613
2018
Q2 		$202K Hold
17,750
– – ﹤0.01% 1633
2018
Q1 		$169K Buy
17,750
+200
+1% +$1.98K ﹤0.01% 1655
2017
Q4 		$174K Hold
17,550
– – ﹤0.01% 1643
2017
Q3 		$213K Sell
17,550
-855
-5% -$10.5K ﹤0.01% 1567
2017
Q2 		$255K Buy
18,405
+17,805
+2,968% +$237K ﹤0.01% 1376
2017
Q1 		$7K Sell
600
-262
-30% -$3.21K ﹤0.01% 3797
2016
Q4 		$11K Sell
862
-238
-22% -$2.94K ﹤0.01% 3487
2016
Q3 		$14K Sell
1,100
-1,200
-52% -$16.1K ﹤0.01% 3276
2016
Q2 		$30K Sell
2,300
-1,000
-30% -$12.4K ﹤0.01% 2495
2016
Q1 		$44K Sell
3,300
-1,800
-35% -$22.6K ﹤0.01% 2193
2015
Q4 		$64K Buy
5,100
+2,500
+96% +$29.7K ﹤0.01% 1913
2015
Q3 		$28K Buy
+2,600
New +$40.7K ﹤0.01% 2467
2015
Q2 		– Sell
-2,100
Closed -$54K – 2162
2015
Q1 		$54K Sell
2,100
-950
-31% -$23.7K ﹤0.01% 1979
2014
Q4 		$61K Buy
3,050
+200
+7% +$6.03K ﹤0.01% 1869
2014
Q3 		$102K Buy
+2,850
New +$98.5K ﹤0.01% 1460

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's LOCO Position: Q2 2026 in Review

Creative Planning increased its El Pollo Loco (LOCO) stake by 21% in Q2 2026, buying an estimated $343K and bringing the position to 138,480 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Creative Planning first reported a position in LOCO in Q3 2014 and has held it in 26 quarters since. 152 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

  • Creative Planning held 138,480 shares of El Pollo Loco worth $2.35M as of Q2 2026.
  • Creative Planning bought 23,971 El Pollo Loco shares in Q2 2026, an estimated $343K.
  • El Pollo Loco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1954 holding.
  • Creative Planning first reported a position in El Pollo Loco in Q3 2014 and has held it in 26 quarters since.
  • 152 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.