Position in WEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,760
+$3,033 QoQ
Shares Held
2,263
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 402 holders
Holding Since
Mar 2024
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, 2026MATHER GROUP, LLC. holds $22,151,459 across 12 Restaurants names. WEN ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
69,735 | $18,850,067 | |
| 2 | SBUX |
Starbucks Corp
|
15,410 | $1,574,747 | |
| 3 | YUM |
Yum Brands Inc
|
2,568 | $410,520 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
11,889 | $404,226 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
1,477 | $285,400 | |
| 6 | DPZ |
Dominos Pizza Inc
|
931 | $275,613 | |
| 7 | DRI |
Darden Restaurants Inc
|
932 | $192,001 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
2,807 | $114,722 |
All Filings in WEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,760 | 2,263 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,727 | 2,263 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $20,729 | 2,263 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $33,107 | 2,263 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $36,886 | 2,263 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $39,647 | 2,263 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $40,076 | 2,363 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $42,634 | 2,263 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||