UBS AM
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UBS AM’s El Pollo Loco LOCO Stock Holding History

UBS AM’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 		$3.32K Hold
196
– – ﹤0.01% 3464
2026
Q1 		$2.72K Buy
+196
New +$2.25K ﹤0.01% 3550
2025
Q3 		– Sell
-30,337
Closed -$334K – 2459
2025
Q2 		$334K Buy
+30,337
New +$301K ﹤0.01% 2517
2025
Q1 		– Sell
-323
Closed -$3.73K – 2676
2024
Q4 		$3.73K Buy
+323
New +$4.07K ﹤0.01% 2652
2023
Q4 		– Sell
-16,967
Closed -$152K – 2573
2023
Q3 		$152K Hold
16,967
– – ﹤0.01% 2541
2023
Q2 		$163K Hold
16,967
– – ﹤0.01% 2597
2023
Q1 		$163K Buy
16,967
+3,905
+30% +$44.5K ﹤0.01% 2597
2022
Q4 		$130K Hold
13,062
– – ﹤0.01% 2481
2022
Q3 		$117K Hold
13,062
– – ﹤0.01% 2671
2022
Q2 		$129K Sell
13,062
-10,039
-43% -$106K ﹤0.01% 2622
2022
Q1 		$268K Hold
23,101
– – ﹤0.01% 2623
2021
Q4 		$328K Hold
23,101
– – ﹤0.01% 2662
2021
Q3 		$390K Buy
23,101
+2,720
+13% +$49.1K ﹤0.01% 2574
2021
Q2 		$373K Buy
20,381
+10,039
+97% +$172K ﹤0.01% 2603
2021
Q1 		$167K Hold
10,342
– – ﹤0.01% 2573
2020
Q4 		$187K Hold
10,342
– – ﹤0.01% 2513
2020
Q3 		$168K Hold
10,342
– – ﹤0.01% 2422
2020
Q2 		$153K Hold
10,342
– – ﹤0.01% 2423
2020
Q1 		$87.4K Sell
10,342
-15,918
-61% -$203K ﹤0.01% 2406
2019
Q4 		$398K Sell
26,260
-5,411
-17% -$75.6K ﹤0.01% 2305
2019
Q3 		$347K Buy
31,671
+5,670
+22% +$60K ﹤0.01% 2406
2019
Q2 		$277K Sell
26,001
-4,142
-14% -$48.1K ﹤0.01% 2435
2019
Q1 		$392K Buy
30,143
+17,846
+145% +$269K ﹤0.01% 2205
2018
Q4 		$187K Buy
+12,297
New +$177K ﹤0.01% 2407
2015
Q3 		– Sell
-9,800
Closed -$203K – 2687
2015
Q2 		$203K Buy
9,800
+800
+9% +$19.4K ﹤0.01% 2582
2015
Q1 		$230K Buy
+9,000
New +$224K ﹤0.01% 2412

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

UBS AM's LOCO Position: Q2 2026 in Review

UBS AM held its El Pollo Loco (LOCO) position steady in Q2 2026 at 196 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

UBS AM first reported a position in LOCO in Q1 2015 and has held it in 26 quarters since. The position peaked at $398K in Q4 2019. 151 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

  • UBS AM held 196 shares of El Pollo Loco worth $3.32K as of Q2 2026.
  • UBS AM left its El Pollo Loco share count unchanged in Q2 2026.
  • El Pollo Loco made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3464 holding.
  • UBS AM first reported a position in El Pollo Loco in Q1 2015 and has held it in 26 quarters since.
  • UBS AM's El Pollo Loco position peaked at $398K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.