Principal Financial Group
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Principal Financial Group’s El Pollo Loco LOCO Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-18,871
Closed -$208K – 2304
2025
Q2 		$208K Buy
+18,871
New +$187K ﹤0.01% 2122
2023
Q3 		– Sell
-109,871
Closed -$964K – 2455
2023
Q2 		$964K Sell
109,871
-9,099
-8% -$85.2K ﹤0.01% 1852
2023
Q1 		$1.14M Sell
118,970
-1,409
-1% -$16K ﹤0.01% 1840
2022
Q4 		$1.2M Sell
120,379
-760
-0.6% -$7.92K ﹤0.01% 1835
2022
Q3 		$1.08M Buy
121,139
+269
+0.2% +$2.53K ﹤0.01% 1831
2022
Q2 		$1.19M Sell
120,870
-7,687
-6% -$80.9K ﹤0.01% 1885
2022
Q1 		$1.49M Sell
128,557
-934
-0.7% -$12K ﹤0.01% 1911
2021
Q4 		$1.84M Sell
129,491
-3,448
-3% -$50.5K ﹤0.01% 1863
2021
Q3 		$2.25M Buy
132,939
+1,243
+0.9% +$22.4K ﹤0.01% 1848
2021
Q2 		$2.41M Sell
131,696
-18,779
-12% -$321K ﹤0.01% 1864
2021
Q1 		$2.43M Buy
150,475
+1,447
+1% +$27.6K ﹤0.01% 1825
2020
Q4 		$2.7M Sell
149,028
-3,600
-2% -$60.5K ﹤0.01% 1740
2020
Q3 		$2.47M Sell
152,628
-4,267
-3% -$70.3K ﹤0.01% 1695
2020
Q2 		$2.32M Buy
156,895
+8,690
+6% +$111K ﹤0.01% 1668
2020
Q1 		$1.25M Sell
148,205
-6,131
-4% -$78K ﹤0.01% 1705
2019
Q4 		$2.34M Sell
154,336
-8,374
-5% -$117K ﹤0.01% 1696
2019
Q3 		$1.78M Sell
162,710
-12,987
-7% -$137K ﹤0.01% 1736
2019
Q2 		$1.87M Sell
175,697
-3,246
-2% -$37.7K ﹤0.01% 1733
2019
Q1 		$2.33M Sell
178,943
-1,843
-1% -$27.8K ﹤0.01% 1714
2018
Q4 		$2.74M Buy
180,786
+3,094
+2% +$44.5K ﹤0.01% 1667
2018
Q3 		$2.23M Buy
177,692
+9,133
+5% +$111K ﹤0.01% 1746
2018
Q2 		$1.92M Buy
168,559
+2,652
+2% +$27.6K ﹤0.01% 1761
2018
Q1 		$1.58M Buy
165,907
+3,938
+2% +$39.1K ﹤0.01% 1769
2017
Q4 		$1.6M Sell
161,969
-1,264
-0.8% -$13.7K ﹤0.01% 1783
2017
Q3 		$1.98M Sell
163,233
-414
-0.3% -$5.09K ﹤0.01% 1735
2017
Q2 		$2.27M Buy
163,647
+115
+0.1% +$1.53K ﹤0.01% 1726
2017
Q1 		$1.95M Buy
163,532
+5,527
+3% +$67.8K ﹤0.01% 1733
2016
Q4 		$1.94M Buy
158,005
+2,350
+2% +$29.1K ﹤0.01% 1720
2016
Q3 		$1.96M Buy
+155,655
New +$2.09M ﹤0.01% 1681

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Principal Financial Group's LOCO Position: Q3 2025 in Review

Principal Financial Group sold out of El Pollo Loco (LOCO) in Q3 2025, closing a stake of 18,871 shares — an estimated $208K sold.

Principal Financial Group first reported a position in LOCO in Q3 2016 and held it in 29 quarters. The position peaked at $2.74M in Q4 2018. 129 funds tracked by Wall St. Rank hold LOCO as of Q3 2025.

  • Principal Financial Group reported no remaining El Pollo Loco position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 18,871 El Pollo Loco shares in Q3 2025, an estimated $208K.
  • Principal Financial Group first reported a position in El Pollo Loco in Q3 2016 and held it in 29 quarters.
  • Principal Financial Group's El Pollo Loco position peaked at $2.74M in Q4 2018.
  • 129 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.