PS
LOCO icon

Principal Securities’s El Pollo Loco LOCO Stock Holding History

Principal Securities’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
-75
Closed -$728 – 2606
2025
Q3 		$728 Hold
75
– – ﹤0.01% 3472
2025
Q2 		$826 Buy
75
+35
+88% +$347 ﹤0.01% 3385
2025
Q1 		$462 Hold
40
– – ﹤0.01% 3370
2024
Q4 		$462 Hold
40
– – ﹤0.01% 3365
2024
Q3 		$548 Hold
40
– – ﹤0.01% 3263
2024
Q2 		$452 Hold
40
– – ﹤0.01% 3219
2024
Q1 		$390 Buy
+40
New +$360 ﹤0.01% 3171

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's LOCO Position: Q4 2025 in Review

Principal Securities sold out of El Pollo Loco (LOCO) in Q4 2025, closing a stake of 75 shares — an estimated $728 sold.

Principal Securities first reported a position in LOCO in Q1 2024 and held it in 7 quarters. The position peaked at $826 in Q2 2025. 141 funds tracked by Wall St. Rank hold LOCO as of Q4 2025.

  • Principal Securities reported no remaining El Pollo Loco position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 75 El Pollo Loco shares in Q4 2025, an estimated $728.
  • Principal Securities first reported a position in El Pollo Loco in Q1 2024 and held it in 7 quarters.
  • Principal Securities's El Pollo Loco position peaked at $826 in Q2 2025.
  • 141 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.