LEVEL FOUR ADVISORY SERVICES, LLC
Position in LOCO — El Pollo Loco Holdings, Inc.
CIK 1696715
DALLAS, TX
Position in LOCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$198,499
+$32,568 QoQ
Shares Held
11,704
-2.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 150 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $13,119,547 across 6 Restaurants names. LOCO ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,146 | $8,689,385 | |
| 2 | DRI |
Darden Restaurants Inc
|
7,220 | $1,487,392 | |
| 3 | SBUX |
Starbucks Corp
|
12,233 | $1,250,090 | |
| 4 | BROS |
Dutch Bros Inc.
|
10,556 | $758,026 | |
| 5 | YUM |
Yum Brands Inc
|
4,605 | $736,155 | |
| 6 | LOCO |
El Pollo Loco Holdings, Inc.
This page
|
11,704 | $198,499 |
All Filings in LOCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,499 | 11,704 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $165,931 | 11,972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $142,507 | 13,624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $173,474 | 17,884 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $203,508 | 18,484 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $219,132 | 21,275 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,756 | 21,556 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $295,317 | 21,556 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,756 | 21,906 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $408,076 | 41,897 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $369,531 | 41,897 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $395,044 | 44,139 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $394,132 | 44,941 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $449,694 | 46,892 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $481,087 | 48,302 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $363,267 | 40,725 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||