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True Wealth Design’s El Pollo Loco LOCO Stock Holding History

True Wealth Design’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
Q3 		$158 Hold
11
– – ﹤0.01% 2386
2026
Q2 		$187 Sell
11
-44
-80% -$630 ﹤0.01% 2458
2026
Q1 		$763 Buy
55
+42
+323% +$481 ﹤0.01% 1903
2025
Q4 		$136 Buy
13
+10
+333% +$103 ﹤0.01% 2287
2025
Q3 		$30 Buy
+3
New +$31 ﹤0.01% 2632
2024
Q4 		– Sell
-7
Closed -$96 – 1451
2024
Q3 		$96 Buy
+7
New +$88 ﹤0.01% 1231

Other funds holding LOCO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's LOCO Position: Q3 2026 in Review

True Wealth Design held its El Pollo Loco (LOCO) position steady in Q3 2026 at 11 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

True Wealth Design first reported a position in LOCO in Q3 2024 and has held it in 6 quarters since. The position peaked at $763 in Q1 2026. 12 funds tracked by Wall St. Rank hold LOCO as of Q3 2026.

  • True Wealth Design held 11 shares of El Pollo Loco worth $158 as of Q3 2026.
  • True Wealth Design left its El Pollo Loco share count unchanged in Q3 2026.
  • El Pollo Loco made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2386 holding.
  • True Wealth Design first reported a position in El Pollo Loco in Q3 2024 and has held it in 6 quarters since.
  • True Wealth Design's El Pollo Loco position peaked at $763 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.