Position in WEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$104,495
New position
Shares Held
12,605
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,178,704 across 10 Restaurants names. WEN ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
63,589 | $17,188,742 | |
| 2 | SBUX |
Starbucks Corp
|
27,510 | $2,811,246 | |
| 3 | YUM |
Yum Brands Inc
|
9,241 | $1,477,266 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
12,171 | $413,814 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,628 | $335,384 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
7,329 | $299,536 | |
| 7 | CAVA |
Cava Group, Inc.
|
2,874 | $225,551 | |
| 8 | WING |
Wingstop Inc.
|
1,230 | $213,294 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,495 | 12,605 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||