Level Four Advisory Services’s El Pollo Loco LOCO Stock Holding History

Level Four Advisory Services’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	$166K	Sell	11,972 -1,652	-12%	-$18.9K	0.01%	841
2025 Q4	$143K	Sell	13,624 -4,260	-24%	-$44K	﹤0.01%	824
2025 Q3	$173K	Sell	17,884 -600	-3%	-$6.29K	0.01%	777
2025 Q2	$204K	Sell	18,484 -2,791	-13%	-$27.7K	0.01%	752
2025 Q1	$219K	Sell	21,275 -281	-1%	-$3.17K	0.01%	699
2024 Q4	$249K	Hold	21,556	–	–	0.01%	673
2024 Q3	$263K	Sell	21,556 -350	-2%	-$4.38K	0.01%	672
2024 Q2	$248K	Sell	21,906 -19,991	-48%	-$199K	0.01%	667
2024 Q1	$370K	Hold	41,897	–	–	0.02%	551
2023 Q4	$370K	Sell	41,897 -2,242	-5%	-$19.3K	0.02%	548
2023 Q3	$395K	Sell	44,139 -802	-2%	-$7.79K	0.03%	512
2023 Q2	$394K	Sell	44,941 -1,951	-4%	-$18.3K	0.02%	544
2023 Q1	$450K	Sell	46,892 -1,410	-3%	-$16.1K	0.03%	453
2022 Q4	$481K	Buy	48,302 +7,577	+19%	+$79K	0.04%	405
2022 Q3	$363K	Buy	+40,725	New	+$383K	0.04%	382

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

Level Four Advisory Services's LOCO Position: Q1 2026 in Review

Level Four Advisory Services reduced its El Pollo Loco (LOCO) stake by 12% in Q1 2026, selling an estimated $18.9K and leaving 11,972 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #841.

Level Four Advisory Services first reported a position in LOCO in Q3 2022 and has held it in 15 quarters since. The position peaked at $481K in Q4 2022. 142 funds tracked by Wall St. Rank hold LOCO as of Q1 2026.

Level Four Advisory Services held 11,972 shares of El Pollo Loco worth $166K as of Q1 2026.
Level Four Advisory Services sold 1,652 El Pollo Loco shares in Q1 2026, an estimated $18.9K.
El Pollo Loco made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #841 holding.
Level Four Advisory Services first reported a position in El Pollo Loco in Q3 2022 and has held it in 15 quarters since.
Level Four Advisory Services's El Pollo Loco position peaked at $481K in Q4 2022.
142 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.