Creative Planning’s El Pollo Loco LOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
TCM
