EverSource Wealth Advisors’s El Pollo Loco LOCO Stock Holding History

EverSource Wealth Advisors’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	$22.7K	Buy	1,640 +59	+4%	+$676	﹤0.01%	2426
2025 Q4	$16.5K	Buy	1,581 +356	+29%	+$3.68K	﹤0.01%	2511
2025 Q3	$11.9K	Sell	1,225 -255	-17%	-$2.67K	﹤0.01%	2723
2025 Q2	$16.3K	Buy	+1,480	New	+$14.7K	﹤0.01%	2459
2025 Q1	–	Sell	-4	Closed	-$46	–	4110
2024 Q4	$46	Buy	+4	New	+$50	﹤0.01%	3646
2022 Q3	–	Sell	-353	Closed	-$3K	–	2060
2022 Q2	$3K	Buy	353 +206	+140%	+$2.17K	﹤0.01%	1406
2022 Q1	$2K	Sell	147 -921	-86%	-$11.9K	﹤0.01%	1542
2021 Q4	$16K	Buy	+1,068	New	+$15.6K	﹤0.01%	774

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

EverSource Wealth Advisors's LOCO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its El Pollo Loco (LOCO) stake by 3.7% in Q1 2026, buying an estimated $676 and bringing the position to 1,640 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

EverSource Wealth Advisors first reported a position in LOCO in Q4 2021 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

EverSource Wealth Advisors held 1,640 shares of El Pollo Loco worth $22.7K as of Q1 2026.
EverSource Wealth Advisors bought 59 El Pollo Loco shares in Q1 2026, an estimated $676.
El Pollo Loco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2426 holding.
EverSource Wealth Advisors first reported a position in El Pollo Loco in Q4 2021 and has held it in 8 quarters since.
142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.