Golden State Wealth Management’s El Pollo Loco LOCO Stock Holding History

Golden State Wealth Management’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
2025 Q4	–	Sell	-700	Closed	-$6.79K	–	1731
2025 Q3	$6.79K	Hold	700	–	–	﹤0.01%	1184
2025 Q2	$7.71K	Hold	700	–	–	﹤0.01%	1139
2025 Q1	$7.21K	Hold	700	–	–	﹤0.01%	1087
2024 Q4	$8.08K	Buy	+700	New	+$8.82K	﹤0.01%	1012
2020 Q2	–	Sell	-700	Closed	-$6K	–	639
2020 Q1	$6K	Buy	+700	New	+$8.91K	﹤0.01%	709
2019 Q4	–	Sell	-700	Closed	-$8K	–	560
2019 Q3	$8K	Hold	700	–	–	﹤0.01%	788
2019 Q2	$7K	Hold	700	–	–	﹤0.01%	814
2019 Q1	$9K	Buy	+700	New	+$10.6K	﹤0.01%	802

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

Golden State Wealth Management's LOCO Position: Q4 2025 in Review

Golden State Wealth Management sold out of El Pollo Loco (LOCO) in Q4 2025, closing a stake of 700 shares — an estimated $6.79K sold.

Golden State Wealth Management first reported a position in LOCO in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q1 2019. 141 funds tracked by Wall St. Rank hold LOCO as of Q4 2025.

Golden State Wealth Management reported no remaining El Pollo Loco position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 700 El Pollo Loco shares in Q4 2025, an estimated $6.79K.
Golden State Wealth Management first reported a position in El Pollo Loco in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's El Pollo Loco position peaked at $9K in Q1 2019.
141 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.