CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in LOCO — El Pollo Loco Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in LOCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,783,725
+$775,953 QoQ
Shares Held
223,097
+2.8% QoQ
Ownership
0.733%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 150 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,801,597,006 across 34 Restaurants names. LOCO ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
6,201,372 | $1,676,292,864 | |
| 2 | SBUX |
Starbucks Corp
|
8,739,565 | $893,096,145 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,711,214 | $764,547,195 | |
| 4 | YUM |
Yum Brands Inc
|
1,777,309 | $284,120,616 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
8,154,311 | $277,246,574 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
578,148 | $111,715,537 | |
| 7 | EAT |
Brinker International, Inc
|
634,754 | $106,638,672 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,206,398 | $86,631,439 |
All Filings in LOCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,783,725 | 223,097 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,007,772 | 217,011 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,275,792 | 217,571 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,078,894 | 214,319 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,196,439 | 199,495 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,019,912 | 196,108 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $2,288,001 | 198,267 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,696,392 | 196,817 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,317,837 | 204,937 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,033,302 | 208,758 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,831,693 | 207,675 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,834,982 | 205,026 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,528,646 | 174,304 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,473,110 | 153,609 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,475,514 | 148,144 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,274,926 | 142,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,338,466 | 136,023 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,609,428 | 138,505 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,932,919 | 136,217 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,213,494 | 130,976 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,403,580 | 131,415 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,080,608 | 129,070 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,231,277 | 123,275 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,941,246 | 119,830 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,836,040 | 124,393 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $1,004,983 | 118,933 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||