LPL Financial’s El Pollo Loco LOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,500
| Closed | -$160K | – | 5637 |
|
|
2025
Q1 | $160K | Buy |
15,500
+2,585
| +20% | +$29.2K | ﹤0.01% | 4927 |
|
|
2024
Q4 | $149K | Buy |
12,915
+8
| +0.1% | +$101 | ﹤0.01% | 4897 |
|
|
2024
Q3 | $177K | Sell |
12,907
-237
| -2% | -$2.97K | ﹤0.01% | 4765 |
|
|
2024
Q2 | $149K | Buy |
13,144
+2,277
| +21% | +$22.7K | ﹤0.01% | 4655 |
|
|
2024
Q1 | $106K | Sell |
10,867
-1,966
| -15% | -$17.7K | ﹤0.01% | 4670 |
|
|
2023
Q4 | $113K | Buy |
12,833
+666
| +5% | +$5.73K | ﹤0.01% | 4528 |
|
|
2023
Q3 | $109K | Sell |
12,167
-2,200
| -15% | -$21.4K | ﹤0.01% | 4398 |
|
|
2023
Q2 | $126K | Buy |
14,367
+900
| +7% | +$8.43K | ﹤0.01% | 4280 |
|
|
2023
Q1 | $129K | Sell |
13,467
-28,777
| -68% | -$328K | ﹤0.01% | 4156 |
|
|
2022
Q4 | $421K | Buy |
42,244
+32,000
| +312% | +$333K | ﹤0.01% | 3409 |
|
|
2022
Q3 | $91K | Hold |
10,244
| – | – | ﹤0.01% | 4129 |
|
|
2022
Q2 | $101K | Buy |
+10,244
| New | +$108K | ﹤0.01% | 4124 |
|
|
2021
Q4 | – | Sell |
-10,044
| Closed | -$170K | – | 4408 |
|
|
2021
Q3 | $170K | Sell |
10,044
-500
| -5% | -$9.03K | ﹤0.01% | 4036 |
|
|
2021
Q2 | $193K | Buy |
10,544
+500
| +5% | +$8.56K | ﹤0.01% | 3911 |
|
|
2021
Q1 | $162K | Buy |
+10,044
| New | +$192K | ﹤0.01% | 3828 |
|
|
2019
Q4 | – | Sell |
-10,927
| Closed | -$120K | – | 3378 |
|
|
2019
Q3 | $120K | Sell |
10,927
-1,400
| -11% | -$14.8K | ﹤0.01% | 3127 |
|
|
2019
Q2 | $131K | Sell |
12,327
-200
| -2% | -$2.32K | ﹤0.01% | 3124 |
|
|
2019
Q1 | $163K | Hold |
12,527
| – | – | ﹤0.01% | 3000 |
|
|
2018
Q4 | $190K | Sell |
12,527
-170
| -1% | -$2.45K | ﹤0.01% | 2823 |
|
|
2018
Q3 | $159K | Buy |
12,697
+270
| +2% | +$3.29K | ﹤0.01% | 3054 |
|
|
2018
Q2 | $142K | Buy |
12,427
+820
| +7% | +$8.54K | ﹤0.01% | 3064 |
|
|
2018
Q1 | $110K | Buy |
11,607
+150
| +1% | +$1.49K | ﹤0.01% | 3065 |
|
|
2017
Q4 | $113K | Buy |
11,457
+1,427
| +14% | +$15.4K | ﹤0.01% | 2920 |
|
|
2017
Q3 | $122K | Buy |
+10,030
| New | +$123K | ﹤0.01% | 2759 |
|
|
2016
Q4 | – | Sell |
-12,130
| Closed | -$144K | – | 2734 |
|
|
2016
Q3 | $144K | Hold |
12,130
| – | – | ﹤0.01% | 2470 |
|
|
2016
Q2 | $155K | Sell |
12,130
-19,682
| -62% | -$244K | ﹤0.01% | 2437 |
|
|
2016
Q1 | $414K | Buy |
31,812
+4,132
| +15% | +$52K | ﹤0.01% | 2289 |
|
|
2015
Q4 | $352K | Buy |
27,680
+13,275
| +92% | +$158K | ﹤0.01% | 2422 |
|
|
2015
Q3 | $162K | Sell |
14,405
-17,757
| -55% | -$278K | ﹤0.01% | 2581 |
|
|
2015
Q2 | $656K | Buy |
32,162
+18,267
| +131% | +$443K | ﹤0.01% | 1680 |
|
|
2015
Q1 | $350K | Buy |
13,895
+565
| +4% | +$14.1K | ﹤0.01% | 2118 |
|
|
2014
Q4 | $266K | Buy |
+13,330
| New | +$402K | ﹤0.01% | 2271 |
|
Other funds holding LOCO
BCC
DSCM
PCM
TCM
LPL Financial's LOCO Position: Q2 2025 in Review
LPL Financial sold out of El Pollo Loco (LOCO) in Q2 2025, closing a stake of 15,500 shares — an estimated $160K sold.
LPL Financial first reported a position in LOCO in Q4 2014 and held it in 32 quarters. The position peaked at $656K in Q2 2015. 132 funds tracked by Wall St. Rank hold LOCO as of Q2 2025.
- LPL Financial reported no remaining El Pollo Loco position as of Q2 2025 after selling out during the quarter.
- LPL Financial sold 15,500 El Pollo Loco shares in Q2 2025, an estimated $160K.
- LPL Financial first reported a position in El Pollo Loco in Q4 2014 and held it in 32 quarters.
- LPL Financial's El Pollo Loco position peaked at $656K in Q2 2015.
- 132 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2025.
Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.