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Mark Sheptoff Financial Planning’s El Pollo Loco LOCO Stock Holding History

Mark Sheptoff Financial Planning’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 		$13.6K Buy
+800
New +$11.4K 0.01% 320
2024
Q1 		– Sell
-1,000
Closed -$8.82K – 418
2023
Q4 		$8.82K Buy
+1,000
New +$8.6K 0.01% 296

Other funds holding LOCO

BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
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
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's LOCO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in El Pollo Loco (LOCO) in Q2 2026: 800 shares worth $13.6K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in LOCO as recently as Q4 2023.

Mark Sheptoff Financial Planning first reported a position in LOCO in Q4 2023 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 800 shares of El Pollo Loco worth $13.6K as of Q2 2026.
  • El Pollo Loco was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • El Pollo Loco made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #320 holding.
  • Mark Sheptoff Financial Planning first reported a position in El Pollo Loco in Q4 2023 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.