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 Q2	$7.26K	Sell	428 -1,212	-74%	-$17.3K	﹤0.01%	3091
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 $1.19B AUM 36.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $60.8B AUM 26.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's LOCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its El Pollo Loco (LOCO) stake by 74% in Q2 2026, selling an estimated $17.3K and leaving 428 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

EverSource Wealth Advisors first reported a position in LOCO in Q4 2021 and has held it in 9 quarters since. The position peaked at $22.7K in Q1 2026. 151 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

EverSource Wealth Advisors held 428 shares of El Pollo Loco worth $7.26K as of Q2 2026.
EverSource Wealth Advisors sold 1,212 El Pollo Loco shares in Q2 2026, an estimated $17.3K.
El Pollo Loco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3091 holding.
EverSource Wealth Advisors first reported a position in El Pollo Loco in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's El Pollo Loco position peaked at $22.7K in Q1 2026.
151 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.