MAI Capital Management

Position in WEN — Wendy's Co

CIK 1040197 INDEPENDENCE, OH

Position in WEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$143,971

+$7,821 QoQ

Shares Held

17,367

-11.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#209

of 400 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MAI Capital Management holds $72,491,676 across 12 Restaurants names. WEN ranks #12 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	179,749	$48,587,951
2	SBUX	Starbucks Corp	69,217	$7,073,284
3	CAVA	Cava Group, Inc.	67,055	$5,262,475
4	YUM	Yum Brands Inc	20,232	$3,234,287
5	DRI	Darden Restaurants Inc	11,205	$2,308,341
6	TXRH	Texas Roadhouse, Inc.	9,088	$1,756,073
7	CMG	Chipotle Mexican Grill Inc	43,944	$1,494,096
8	DPZ	Dominos Pizza Inc	4,588	$1,358,231

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,971	17,367	-11.3%	Shares	Defined	2026-08-14
2026-03-31	$136,150	19,590	+92.7%	Shares	Sole	2026-05-15
2025-12-31	$84,666	10,164	+8.9%	Shares	Sole	2026-02-13
2025-09-30	$85,471	9,331	-0.8%	Shares	Sole	2025-11-10
2025-06-30	$107,405	9,405	+2.4%	Shares	Sole	2025-08-12
2025-03-31	$134,318	9,181	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$148,900	9,135	-1.7%	Shares	Sole	2025-02-14
2022-03-31	$204,211	9,295	-62.3%	Shares	Sole	2022-05-10
2020-12-31	$540,569	24,661	0.0%	Shares	Sole	2021-02-16
2020-09-30	$549,940	24,661	0.0%	Shares	Sole	2020-10-26
2020-06-30	$537,116	24,661	0.0%	Shares	Sole	2020-07-27
2020-03-31	$366,955	24,661	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.