Position in WEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$103,500
+$27,676 QoQ
Shares Held
12,485
+14.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 400 holders
Holding Since
Mar 2020
8 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 Jun 30, 2026Sowell Financial Services LLC holds $21,540,029 across 10 Restaurants names. WEN ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
86,446 | $8,833,916 | |
| 2 | MCD |
Mcdonalds Corp
|
25,071 | $6,776,942 | |
| 3 | DRI |
Darden Restaurants Inc
|
12,178 | $2,508,789 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
30,426 | $1,034,484 | |
| 5 | YUM |
Yum Brands Inc
|
6,073 | $970,829 | |
| 6 | CAVA |
Cava Group, Inc.
|
5,795 | $454,791 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
5,547 | $402,212 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
1,232 | $238,059 |
All Filings in WEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,500 | 12,485 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $75,824 | 10,910 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $85,998 | 10,324 | Shares | Sole | 2026-01-21 | |
| 2021-03-31 | $26,419 | 1,304 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $39,806 | 1,816 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $40,496 | 1,816 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $39,552 | 1,816 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $27,022 | 1,816 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||