PRINCIPAL FINANCIAL GROUP INC

Position in WEN — Wendy's Co

CIK 1126328 DES MOINES, IA

Back to WEN Full portfolio

Position in WEN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,405,765

+$1,079,626 QoQ

Shares Held

772,710

+0.8% QoQ

Ownership

0.405%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#35

of 400 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WEN Over Time

Shares Held

Position Value (USD)

Position in Restaurants

Consumer Cyclical · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $1,749,462,005 across 21 Restaurants names. WEN ranks #16 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YUMC	Yum China Holdings, Inc.	21,130,258	$863,593,644
2	SBUX	Starbucks Corp	2,445,668	$249,922,811
3	MCD	Mcdonalds Corp	820,773	$221,863,148
4	CAVA	Cava Group, Inc.	885,112	$69,463,589
5	YUM	Yum Brands Inc	328,332	$52,487,152
6	CMG	Chipotle Mexican Grill Inc	1,528,976	$51,985,184
7	EAT	Brinker International, Inc	298,844	$50,205,792
8	DPZ	Dominos Pizza Inc	98,803	$29,249,639

All Filings in WEN

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,405,765	772,710	+0.8%	Shares	Defined	2026-08-04
2026-03-31	$5,326,139	766,351	+2.1%	Shares	Defined	2026-05-04
2025-12-31	$6,251,098	750,432	-1.2%	Shares	Defined	2026-02-02
2025-09-30	$6,958,119	759,620	+107.3%	Shares	Defined	2025-11-04
2025-06-30	$4,185,600	366,515	-7.5%	Shares	Defined	2025-08-08
2025-03-31	$5,794,079	396,041	+0.2%	Shares	Defined	2025-04-28
2024-12-31	$6,440,814	395,142	-0.6%	Shares	Defined	2025-01-31
2024-09-30	$6,962,289	397,391	-28.4%	Shares	Defined	2024-10-31
2024-06-30	$9,410,560	554,868	-12.2%	Shares	Defined	2024-07-29
2024-03-31	$11,909,159	632,121	+1.9%	Shares	Defined	2024-04-29
2023-12-31	$12,085,605	620,411	-1.9%	Shares	Defined	2024-02-07
2023-09-30	$12,911,161	632,590	-1.2%	Shares	Defined	2023-11-02
2023-06-30	$13,923,631	640,167	-5.3%	Shares	Defined	2023-08-07
2023-03-31	$14,716,331	675,681	+0.3%	Shares	Defined	2023-05-09
2022-12-31	$15,250,808	673,920	+1.4%	Shares	Defined	2023-02-09
2022-09-30	$12,425,858	664,840	-2.3%	Shares	Defined	2022-11-09
2022-06-30	$12,851,124	680,674	+1.8%	Shares	Defined	2022-08-10
2022-03-31	$14,685,230	668,422	+10.0%	Shares	Defined	2022-05-09
2021-12-31	$14,497,222	607,850	-2.2%	Shares	Defined	2022-02-09
2021-09-30	$13,469,588	621,291	+0.0%	Shares	Defined	2021-11-09
2021-06-30	$14,545,505	621,072	-0.4%	Shares	Defined	2021-08-10
2021-03-31	$12,633,588	623,573	+15.0%	Shares	Defined	2021-05-10
2020-12-31	$11,886,974	542,289	+0.3%	Shares	Defined	2021-02-23
2020-09-30	$12,053,707	540,525	-3.3%	Shares	Defined	2020-11-06
2020-06-30	$12,173,909	558,949	-2.2%	Shares	Defined	2020-08-05
2020-03-31	$8,505,898	571,633	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.