UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WEN — Wendy's Co

CIK 1463217 IRVING, TX

Position in WEN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$135,980

-$43,503 QoQ

Shares Held

16,403

-36.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#214

of 400 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $74,496,579 across 11 Restaurants names. WEN ranks #11 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	524,550	$53,603,764
2	MCD	Mcdonalds Corp	34,183	$9,240,006
3	DPZ	Dominos Pizza Inc	11,189	$3,312,391
4	DRI	Darden Restaurants Inc	15,921	$3,279,885
5	YUM	Yum Brands Inc	12,461	$1,992,015
6	CMG	Chipotle Mexican Grill Inc	33,143	$1,126,862
7	BLMN	Bloomin' Brands, Inc.	57,630	$526,738
8	QSR	Restaurant Brands International Inc.	6,716	$486,977

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,980	16,403	-36.5%	Shares	Defined	2026-08-17
2026-03-31	$179,483	25,825	+106.7%	Shares	Defined	2026-05-15
2025-12-31	$104,050	12,491	-24.3%	Shares	Defined	2026-02-17
2025-09-30	$151,158	16,502	+50.0%	Shares	Defined	2025-11-14
2025-06-30	$125,608	10,999	-21.4%	Shares	Defined	2025-08-11
2021-09-30	$303,411	13,995	+17.9%	Shares	Defined	2021-11-15
2021-06-30	$277,995	11,870	-0.1%	Shares	Defined	2021-08-13
2021-03-31	$240,688	11,880	+0.1%	Shares	Defined	2021-05-14
2020-12-31	$260,190	11,870	+1.4%	Shares	Defined	2021-02-17
2020-09-30	$260,932	11,701	-1.7%	Shares	Defined	2020-11-13
2020-06-30	$259,182	11,900	-2.7%	Shares	Defined	2020-08-13
2020-03-31	$181,982	12,230	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.