Position in WEN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,523
+$570 QoQ
Shares Held
425
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 402 holders
Holding Since
Mar 2020
26 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, 2026Financial Management Professionals, Inc. holds $927,798 across 12 Restaurants names. WEN ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
6,368 | $650,745 | |
| 2 | MCD |
Mcdonalds Corp
|
463 | $125,153 | |
| 3 | YUM |
Yum Brands Inc
|
246 | $39,325 | |
| 4 | DIN |
Dine Brands Global, Inc.
|
1,044 | $37,479 | |
| 5 | EAT |
Brinker International, Inc
|
155 | $26,040 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
711 | $24,174 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
108 | $7,831 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
160 | $6,539 |
All Filings in WEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,523 | 425 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,953 | 425 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,540 | 425 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,893 | 425 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,853 | 425 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,217 | 425 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,927 | 425 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,446 | 425 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,208 | 425 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,007 | 425 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $8,279 | 425 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,674 | 425 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,243 | 425 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,256 | 425 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $9,617 | 425 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $7,943 | 425 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,024 | 425 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $9,337 | 425 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $10,136 | 425 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $9,214 | 425 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,953 | 425 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,610 | 425 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,316 | 425 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,477 | 425 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,256 | 425 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $6,324 | 425 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||