Position in WEN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$165,135
-$257,826 QoQ
Shares Held
23,761
-53.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Merit Financial Group, LLC holds $35,574,798 across 13 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,211 | $12,220,981 | |
| 2 | SBUX |
Starbucks Corp
|
93,867 | $9,592,263 | |
| 3 | YUM |
Yum Brands Inc
|
17,476 | $2,793,708 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
13,810 | $2,668,504 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
74,286 | $2,525,724 | |
| 6 | DPZ |
Dominos Pizza Inc
|
6,479 | $1,918,041 | |
| 7 | DRI |
Darden Restaurants Inc
|
5,337 | $1,099,474 | |
| 8 | EAT |
Brinker International, Inc
|
5,002 | $840,336 |
All Filings in WEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,135 | 23,761 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $422,961 | 50,776 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $349,268 | 38,130 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $431,892 | 37,819 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,115,318 | 76,235 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $463,572 | 28,440 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $248,413 | 14,647 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||