Position in WEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,425
+$1,523 QoQ
Shares Held
1,137
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $35,326,912 across 19 Restaurants names. WEN ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
68,407 | $18,491,096 | |
| 2 | SBUX |
Starbucks Corp
|
144,591 | $14,775,754 | |
| 3 | YUM |
Yum Brands Inc
|
9,386 | $1,500,445 | |
| 4 | DRI |
Darden Restaurants Inc
|
923 | $190,147 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
3,786 | $128,724 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
2,400 | $98,088 | |
| 7 | EAT |
Brinker International, Inc
|
425 | $71,400 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
261 | $18,925 |
All Filings in WEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,425 | 1,137 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,902 | 1,137 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,471 | 1,137 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,101 | 1,212 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,749 | 1,204 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $17,614 | 1,204 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $18,533 | 1,137 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,920 | 1,137 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,283 | 1,137 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $21,421 | 1,137 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $22,148 | 1,137 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $23,206 | 1,137 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $24,838 | 1,142 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $24,872 | 1,142 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,843 | 1,142 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $21,343 | 1,142 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $20,050 | 1,062 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,332 | 1,062 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $25,328 | 1,062 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $23,327 | 1,076 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $24,872 | 1,062 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $21,516 | 1,062 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $23,279 | 1,062 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $23,682 | 1,062 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $23,130 | 1,062 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $15,802 | 1,062 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||