Position in WEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$207,763
+$8,083 QoQ
Shares Held
25,062
-12.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 402 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $105,617,978 across 15 Restaurants names. WEN ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
213,282 | $57,652,257 | |
| 2 | SBUX |
Starbucks Corp
|
223,721 | $22,862,048 | |
| 3 | YUM |
Yum Brands Inc
|
33,110 | $5,292,964 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
135,753 | $4,615,602 | |
| 5 | DRI |
Darden Restaurants Inc
|
18,969 | $3,907,803 | |
| 6 | BROS |
Dutch Bros Inc.
|
43,999 | $3,159,568 | |
| 7 | CAVA |
Cava Group, Inc.
|
33,602 | $2,637,084 | |
| 8 | EAT |
Brinker International, Inc
|
11,441 | $1,922,088 |
All Filings in WEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,763 | 25,062 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $199,680 | 28,731 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $332,891 | 39,963 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $377,272 | 41,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $395,977 | 34,674 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $431,950 | 29,525 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $577,883 | 35,453 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $578,703 | 33,031 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $465,552 | 27,450 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $503,762 | 26,739 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $463,740 | 23,806 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $636,200 | 31,171 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $725,275 | 33,346 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $710,289 | 32,612 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $678,560 | 29,985 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $379,107 | 20,284 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $329,814 | 17,469 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $462,138 | 21,035 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $546,021 | 22,894 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $396,440 | 18,286 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $452,638 | 19,327 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $257,849 | 12,727 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $412,907 | 18,837 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $437,548 | 19,621 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $401,688 | 18,443 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $244,270 | 16,416 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||