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 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design's LOCO Position: Q2 2026 in Review

True Wealth Design reduced its El Pollo Loco (LOCO) stake by 80% in Q2 2026, selling an estimated $630 and leaving 11 shares worth $187. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

True Wealth Design first reported a position in LOCO in Q3 2024 and has held it in 5 quarters since. The position peaked at $763 in Q1 2026. 6 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

True Wealth Design held 11 shares of El Pollo Loco worth $187 as of Q2 2026.
True Wealth Design sold 44 El Pollo Loco shares in Q2 2026, an estimated $630.
El Pollo Loco made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2458 holding.
True Wealth Design first reported a position in El Pollo Loco in Q3 2024 and has held it in 5 quarters since.
True Wealth Design's El Pollo Loco position peaked at $763 in Q1 2026.
6 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.