EVERGREEN CAPITAL MANAGEMENT LLC
Position in LOCO — El Pollo Loco Holdings, Inc.
CIK 1260824
Bellevue, WA
Position in LOCO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$152,612
+$44,895 QoQ
Shares Held
11,011
+6.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 89.00190718372536.ToString("F0")%
Shared 10.998092816274635.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LOCO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $11,811,237 across 14 Restaurants names. LOCO ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,820 | $4,916,697 | |
| 2 | SBUX |
Starbucks Corp
|
21,494 | $1,925,647 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,450 | $676,338 | |
| 4 | YUM |
Yum Brands Inc
|
3,772 | $586,470 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,358 | $554,540 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
15,314 | $490,201 | |
| 7 | CAVA |
Cava Group, Inc.
|
6,033 | $488,069 | |
| 8 | EAT |
Brinker International, Inc
|
3,402 | $485,703 |
All Filings in LOCO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,612 | 11,011 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $107,717 | 10,298 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||