MOTCO

Position in WEN — Wendy's Co

CIK 1306333 SAN ANTONIO, TX

Position in WEN

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$11,113

-$690 QoQ

Shares Held

1,599

+12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

MOTCO holds $9,793,594 across 6 Restaurants names.

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	23,094	$4,757,594
2	MCD	Mcdonalds Corp	17,426	$4,710,421
3	SBUX	Starbucks Corp	3,012	$307,796
4	YUM	Yum Brands Inc	86	$13,747
5	CMG	Chipotle Mexican Grill Inc	110	$3,740
6	DPZ	Dominos Pizza Inc	1	$296

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,113	1,599	+12.8%	Shares	Sole	2026-04-22
2025-12-31	$11,803	1,417	0.0%	Shares	Sole	2026-02-06
2025-09-30	$12,979	1,417	0.0%	Shares	Sole	2025-10-22
2025-06-30	$16,182	1,417	0.0%	Shares	Sole	2025-08-01
2025-03-31	$20,730	1,417	0.0%	Shares	Sole	2025-05-07
2024-12-31	$23,097	1,417	-18.1%	Shares	Sole	2025-02-05
2024-09-30	$30,327	1,731	+22.2%	Shares	Sole	2024-11-05
2024-06-30	$24,032	1,417	0.0%	Shares	Sole	2024-08-07
2024-03-31	$26,696	1,417	0.0%	Shares	Sole	2024-05-09
2023-12-31	$27,603	1,417	0.0%	Shares	Sole	2024-02-09
2023-09-30	$28,920	1,417	0.0%	Shares	Sole	2023-11-07
2023-06-30	$30,819	1,417	0.0%	Shares	Sole	2023-08-04
2023-03-31	$30,862	1,417	0.0%	Shares	Sole	2023-05-09
2022-12-31	$32,066	1,417	0.0%	Shares	Sole	2023-02-10
2022-09-30	$26,483	1,417	0.0%	Shares	Sole	2022-11-03
2022-06-30	$26,752	1,417	0.0%	Shares	Sole	2022-08-05
2022-03-31	$31,131	1,417	0.0%	Shares	Sole	2022-05-06
2021-12-31	$33,795	1,417	0.0%	Shares	Sole	2022-02-08
2021-09-30	$30,720	1,417	0.0%	Shares	Sole	2021-10-29
2021-06-30	$33,186	1,417	0.0%	Shares	Sole	2021-08-04
2021-03-31	$28,708	1,417	0.0%	Shares	Sole	2021-04-16
2020-12-31	$31,060	1,417	0.0%	Shares	Sole	2021-02-05
2020-09-30	$31,599	1,417	0.0%	Shares	Sole	2020-11-10
2020-06-30	$30,862	1,417	0.0%	Shares	Sole	2020-07-15
2020-03-31	$21,084	1,417	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.