Focus Partners Wealth
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Focus Partners Wealth’s El Pollo Loco LOCO Stock Holding History

Focus Partners Wealth’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
-11,095
Closed -$108K – 2755
2025
Q4 		$108K Buy
11,095
+906
+9% +$9.36K ﹤0.01% 2539
2025
Q3 		$118K Buy
10,189
+35
+0.3% +$367 ﹤0.01% 2119
2025
Q2 		$112K Buy
10,154
+121
+1% +$1.2K ﹤0.01% 1929
2025
Q1 		$103K Sell
10,033
-115
-1% -$1.3K ﹤0.01% 1814
2024
Q4 		$117K Buy
10,148
+148
+1% +$1.87K ﹤0.01% 1784
2024
Q3 		$137K Buy
+10,000
New +$125K ﹤0.01% 1496

Other funds holding LOCO

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Focus Partners Wealth's LOCO Position: Q1 2026 in Review

Focus Partners Wealth sold out of El Pollo Loco (LOCO) in Q1 2026, closing a stake of 11,095 shares — an estimated $108K sold.

Focus Partners Wealth first reported a position in LOCO in Q3 2024 and held it in 6 quarters. The position peaked at $137K in Q3 2024. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

  • Focus Partners Wealth reported no remaining El Pollo Loco position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 11,095 El Pollo Loco shares in Q1 2026, an estimated $108K.
  • Focus Partners Wealth first reported a position in El Pollo Loco in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's El Pollo Loco position peaked at $137K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.