Position in WEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$366,757
-$33,765 QoQ
Shares Held
52,771
+9.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Advisory Services Network, LLC holds $29,026,834 across 28 Restaurants names. WEN ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
47,623 | $14,800,746 | |
| 2 | SBUX |
Starbucks Corp
|
52,696 | $4,721,026 | |
| 3 | DRI |
Darden Restaurants Inc
|
20,106 | $3,941,578 | |
| 4 | EAT |
Brinker International, Inc
|
9,139 | $1,304,773 | |
| 5 | YUM |
Yum Brands Inc
|
5,760 | $895,559 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
23,476 | $751,463 | |
| 7 | WING |
Wingstop Inc.
|
4,277 | $662,804 | |
| 8 | WEN |
Wendy's Co
This page
|
52,771 | $366,757 |
All Filings in WEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,757 | 52,771 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $400,522 | 48,082 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,516 | 43,397 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $592,640 | 51,895 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $710,710 | 48,579 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $437,100 | 26,816 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $29,940 | 1,537 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $162,261 | 7,450 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $64,948 | 2,870 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $67,590 | 2,886 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $30,688 | 1,400 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $65,472 | 2,936 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $19,344 | 1,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||