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Evergreen Capital Management’s El Pollo Loco LOCO Stock Holding History

Evergreen Capital Management’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 		$187K Hold
11,011
– – ﹤0.01% 1474
2026
Q1 		$153K Buy
11,011
+713
+7% +$8.17K ﹤0.01% 1432
2025
Q4 		$108K Buy
+10,298
New +$106K ﹤0.01% 1365

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

Evergreen Capital Management's LOCO Position: Q2 2026 in Review

Evergreen Capital Management held its El Pollo Loco (LOCO) position steady in Q2 2026 at 11,011 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Evergreen Capital Management first reported a position in LOCO in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold LOCO as of Q2 2026.

  • Evergreen Capital Management held 11,011 shares of El Pollo Loco worth $187K as of Q2 2026.
  • Evergreen Capital Management left its El Pollo Loco share count unchanged in Q2 2026.
  • El Pollo Loco made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1474 holding.
  • Evergreen Capital Management first reported a position in El Pollo Loco in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.