Diversified Trust’s El Pollo Loco LOCO Stock Holding History

Diversified Trust’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	-10,145	Closed	-$106K	–	1101
2025 Q4	$106K	Buy	+10,145	New	+$105K	﹤0.01%	1007

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

Diversified Trust's LOCO Position: Q1 2026 in Review

Diversified Trust sold out of El Pollo Loco (LOCO) in Q1 2026, closing a stake of 10,145 shares — an estimated $106K sold.

Diversified Trust first reported a position in LOCO in Q4 2025 and held it in 1 quarter. The position peaked at $106K in Q4 2025. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

Diversified Trust reported no remaining El Pollo Loco position as of Q1 2026 after selling out during the quarter.
Diversified Trust sold 10,145 El Pollo Loco shares in Q1 2026, an estimated $106K.
Diversified Trust first reported a position in El Pollo Loco in Q4 2025 and held it in 1 quarter.
Diversified Trust's El Pollo Loco position peaked at $106K in Q4 2025.
142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.