Position in WEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$522
-$97,059 QoQ
Shares Held
63
-98.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 400 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $707,910 across 15 Restaurants names. WEN ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,275 | $344,645 | |
| 2 | YUM |
Yum Brands Inc
|
1,264 | $202,063 | |
| 3 | SBUX |
Starbucks Corp
|
524 | $53,547 | |
| 4 | DRI |
Darden Restaurants Inc
|
254 | $52,326 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
1,001 | $40,910 | |
| 6 | CAVA |
Cava Group, Inc.
|
129 | $10,123 | |
| 7 | EAT |
Brinker International, Inc
|
9 | $1,512 | |
| 8 | WEN |
Wendy's Co
This page
|
63 | $522 |
All Filings in WEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522 | 63 | Shares | Sole | 2026-08-06 | |
| 2021-09-30 | $97,581 | 4,501 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $105,413 | 4,501 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $100,104 | 4,941 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $108,306 | 4,941 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $160,916 | 7,216 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $157,164 | 7,216 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $118,162 | 7,941 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||