JFS WEALTH ADVISORS, LLC

Position in WEN — Wendy's Co

CIK 1568068 HERMITAGE, PA

Position in WEN

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$281

+$7 QoQ

Shares Held

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#383

of 400 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $2,367,187 across 17 Restaurants names. WEN ranks #14 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	7,173	$1,938,933
2	SBUX	Starbucks Corp	2,241	$229,007
3	YUM	Yum Brands Inc	677	$108,225
4	DRI	Darden Restaurants Inc	111	$22,867
5	YUMC	Yum China Holdings, Inc.	447	$18,268
6	CMG	Chipotle Mexican Grill Inc	454	$15,436
7	TXRH	Texas Roadhouse, Inc.	62	$11,980
8	DPZ	Dominos Pizza Inc	26	$7,697

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281	34	+3.0%	Shares	Sole	2026-07-10
2025-12-31	$274	33	+1550.0%	Shares	Sole	2026-01-14
2025-09-30	$18	2	-94.1%	Shares	Sole	2025-11-10
2025-06-30	$388	34	+47.8%	Shares	Sole	2025-07-24
2025-03-31	$336	23	-78.9%	Shares	Sole	2025-04-22
2024-12-31	$1,776	109	+4.8%	Shares	Sole	2025-01-31
2024-09-30	$1,822	104	-2.8%	Shares	Sole	2024-10-25
2024-06-30	$1,814	107	0.0%	Shares	Sole	2024-07-15
2024-03-31	$2,015	107	-23.6%	Shares	Sole	2024-04-30
2023-12-31	$2,727	140	+29.6%	Shares	Sole	2024-02-07
2023-09-30	$2,204	108	-7.7%	Shares	Sole	2023-11-02
2023-06-30	$2,544	117	+8.3%	Shares	Sole	2023-08-07
2023-03-31	$2,352	108	-9.2%	Shares	Sole	2023-04-19
2022-12-31	$2,692	119	+5.3%	Shares	Sole	2023-02-13
2022-09-30	$2,111	113	-36.9%	Shares	Sole	2022-10-21
2022-06-30	$3,379	179	+61.3%	Shares	Sole	2022-08-02
2022-03-31	$2,438	111	+158.1%	Shares	Sole	2022-05-02
2021-12-31	$1,025	43	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.