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Prosperity Wealth Management’s El Pollo Loco LOCO Stock Holding History

Prosperity Wealth Management’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 		$656K Buy
+62,700
New +$648K 0.22% 102
2024
Q4 		– Sell
-21,700
Closed -$297K – 228
2024
Q3 		$297K Buy
+21,700
New +$272K 0.12% 132

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prosperity Wealth Management's LOCO Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in El Pollo Loco (LOCO) in Q4 2025: 62,700 shares worth $656K. The stake represents 0.22% of the portfolio and ranks #102 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in LOCO as recently as Q3 2024.

Prosperity Wealth Management first reported a position in LOCO in Q3 2024 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold LOCO as of Q4 2025.

  • Prosperity Wealth Management held 62,700 shares of El Pollo Loco worth $656K as of Q4 2025.
  • El Pollo Loco was a new Prosperity Wealth Management position in Q4 2025.
  • El Pollo Loco made up 0.22% of Prosperity Wealth Management's portfolio in Q4 2025, its #102 holding.
  • Prosperity Wealth Management first reported a position in El Pollo Loco in Q3 2024 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.