Stifel Financial
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Stifel Financial’s El Pollo Loco LOCO Stock Holding History

Stifel Financial’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 		$254K Sell
15,000
-18,550
-55% -$265K ﹤0.01% 3380
2026
Q1 		$465K Sell
33,550
-23,100
-41% -$265K ﹤0.01% 2917
2025
Q4 		$593K Sell
56,650
-5,875
-9% -$60.7K ﹤0.01% 2770
2025
Q3 		$606K Buy
62,525
+2,120
+4% +$22.2K ﹤0.01% 2696
2025
Q2 		$665K Sell
60,405
-250
-0.4% -$2.48K ﹤0.01% 2588
2025
Q1 		$625K Sell
60,655
-546
-0.9% -$6.17K ﹤0.01% 2538
2024
Q4 		$706K Buy
61,201
+2,416
+4% +$30.5K ﹤0.01% 2470
2024
Q3 		$805K Sell
58,785
-668
-1% -$8.37K ﹤0.01% 2371
2024
Q2 		$672K Sell
59,453
-172
-0.3% -$1.71K ﹤0.01% 2425
2024
Q1 		$581K Buy
59,625
+13,000
+28% +$117K ﹤0.01% 2520
2023
Q4 		$411K Buy
46,625
+3,250
+7% +$28K ﹤0.01% 2685
2023
Q3 		$388K Buy
43,375
+7,060
+19% +$68.6K ﹤0.01% 2638
2023
Q2 		$318K Buy
+36,315
New +$340K ﹤0.01% 2788
2016
Q4 		– Sell
-13,400
Closed -$169K – 2522
2016
Q3 		$169K Sell
13,400
-2,400
-15% -$32.2K ﹤0.01% 2225
2016
Q2 		$205K Sell
15,800
-2,400
-13% -$29.7K ﹤0.01% 2247
2016
Q1 		$243K Sell
18,200
-5,100
-22% -$64.2K ﹤0.01% 1921
2015
Q4 		$295K Sell
23,300
-3,525
-13% -$41.9K ﹤0.01% 1926
2015
Q3 		$289K Buy
+26,825
New +$419K ﹤0.01% 1846

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

Stifel Financial's LOCO Position: Q2 2026 in Review

Stifel Financial reduced its El Pollo Loco (LOCO) stake by 55% in Q2 2026, selling an estimated $265K and leaving 15,000 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Stifel Financial first reported a position in LOCO in Q3 2015 and has held it in 18 quarters since. The position peaked at $805K in Q3 2024. 152 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

  • Stifel Financial held 15,000 shares of El Pollo Loco worth $254K as of Q2 2026.
  • Stifel Financial sold 18,550 El Pollo Loco shares in Q2 2026, an estimated $265K.
  • El Pollo Loco made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3380 holding.
  • Stifel Financial first reported a position in El Pollo Loco in Q3 2015 and has held it in 18 quarters since.
  • Stifel Financial's El Pollo Loco position peaked at $805K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.