Position in WEN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$224,700
-$214,421 QoQ
Shares Held
27,105
-57.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 402 holders
Holding Since
Jun 2025
5 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, 2026Sequoia Financial Advisors, LLC holds $52,972,531 across 14 Restaurants names. WEN ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
144,126 | $38,958,699 | |
| 2 | SBUX |
Starbucks Corp
|
36,695 | $3,749,862 | |
| 3 | YUM |
Yum Brands Inc
|
20,633 | $3,298,391 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
50,929 | $1,731,586 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,572 | $1,147,887 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
26,415 | $1,079,581 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
3,964 | $765,963 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
8,657 | $627,719 |
All Filings in WEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,700 | 27,105 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $439,121 | 63,183 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $481,840 | 57,844 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $276,842 | 30,223 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $266,896 | 23,371 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||