Position in WEN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$432,364
+$4,440 QoQ
Shares Held
52,155
-15.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 98 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $12,291,702 across 15 Restaurants names. WEN ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
17,296 | $4,675,281 | |
| 2 | SBUX |
Starbucks Corp
|
26,003 | $2,657,246 | |
| 3 | DRI |
Darden Restaurants Inc
|
3,588 | $739,163 | |
| 4 | EAT |
Brinker International, Inc
|
4,298 | $722,064 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,074 | $593,989 | |
| 6 | CAVA |
Cava Group, Inc.
|
6,038 | $473,861 | |
| 7 | YUM |
Yum Brands Inc
|
2,889 | $461,835 | |
| 8 | WEN |
Wendy's Co
This page
|
52,155 | $432,364 |
All Filings in WEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,364 | 52,155 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $427,924 | 61,572 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $439,257 | 52,732 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $359,246 | 39,219 | Shares | Other | 2025-10-28 | |
| 2025-03-31 | $263,486 | 18,010 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $175,534 | 10,769 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||