Position in WEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$743
+$223 QoQ
Shares Held
107
+345.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,946,537 across 16 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
12,734 | $3,442,127 | |
| 2 | SBUX |
Starbucks Corp
|
28,597 | $2,922,327 | |
| 3 | DRI |
Darden Restaurants Inc
|
10,852 | $2,235,620 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
26,210 | $1,900,487 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
5,442 | $185,028 | |
| 6 | YUM |
Yum Brands Inc
|
792 | $126,609 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
244 | $47,148 | |
| 8 | CAVA |
Cava Group, Inc.
|
581 | $45,596 |
All Filings in WEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $743 | 107 | Shares | Defined | 2026-04-27 | |
| 2021-09-30 | $520 | 24 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $562 | 24 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $486 | 24 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $591 | 27 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $602 | 27 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $522 | 24 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $357 | 24 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||