IFP Advisors, Inc

Position in WEN — Wendy's Co

CIK 1641866 TAMPA, FL

Position in WEN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,851

-$11,792 QoQ

Shares Held

344

-83.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#344

of 402 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names. WEN ranks #21 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	32,263	$8,721,011
2	SBUX	Starbucks Corp	23,885	$2,440,808
3	YUM	Yum Brands Inc	8,127	$1,299,182
4	CMG	Chipotle Mexican Grill Inc	32,686	$1,111,324
5	DRI	Darden Restaurants Inc	5,001	$1,030,256
6	TXRH	Texas Roadhouse, Inc.	3,659	$707,028
7	YUMC	Yum China Holdings, Inc.	8,389	$342,858
8	BROS	Dutch Bros Inc.	4,146	$297,724

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,851	344	-83.7%	Shares	Sole	2026-07-20
2026-03-31	$14,643	2,107	-45.7%	Shares	Sole	2026-04-13
2025-12-31	$32,320	3,880	-18.6%	Shares	Sole	2026-02-06
2025-09-30	$43,638	4,764	-37.7%	Shares	Sole	2026-02-06
2025-06-30	$87,260	7,641	+17.6%	Shares	Sole	2025-07-24
2025-03-31	$95,051	6,497	-1.5%	Shares	Sole	2025-05-05
2024-12-31	$107,531	6,597	+54.9%	Shares	Sole	2025-02-04
2024-09-30	$74,617	4,259	+0.3%	Shares	Sole	2025-02-04
2024-06-30	$72,029	4,247	-1.8%	Shares	Sole	2024-07-30
2024-03-31	$81,464	4,324	+5.2%	Shares	Sole	2024-07-30
2023-12-31	$80,082	4,111	-3.4%	Shares	Sole	2024-01-09
2023-09-30	$86,864	4,256	+5.5%	Shares	Sole	2023-10-12
2023-06-30	$87,783	4,036	-56.5%	Shares	Sole	2023-08-04
2023-03-31	$202,009	9,275	+75.1%	Shares	Sole	2023-04-18
2022-12-31	$86	5,297	-17.7%	Shares	Sole	2023-02-07
2022-09-30	$120,232	6,433	0.0%	Shares	Sole	2022-11-08
2022-06-30	$121,455	6,433	+219.4%	Shares	Sole	2022-09-06
2022-03-31	$44,247	2,014	0.0%	Shares	Sole	2022-08-08
2021-12-31	$48,033	2,014	0.0%	Shares	Sole	2022-01-12
2021-09-30	$43,663	2,014	0.0%	Shares	Sole	2021-10-06
2021-06-30	$47,167	2,014	-31.1%	Shares	Sole	2021-07-13
2021-03-31	$59,260	2,925	-40.6%	Shares	Sole	2021-04-30
2020-12-31	$107,956	4,925	0.0%	Shares	Sole	2021-01-25
2020-09-30	$109,827	4,925	-2.2%	Shares	Sole	2020-10-29
2020-06-30	$109,727	5,038	+163.4%	Shares	Sole	2020-08-05
2020-03-31	$28,465	1,913	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.