KESTRA PRIVATE WEALTH SERVICES, LLC

Position in WEN — Wendy's Co

CIK 1649451 AUSTIN, TX

Position in WEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$337,568

+$134,574 QoQ

Shares Held

40,720

+83.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#145

of 400 holders

Holding Since

Dec 2022

13 quarters on record

Consumer Cyclical · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $41,433,044 across 9 Restaurants names. WEN ranks #9 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	65,692	$17,757,204
2	SBUX	Starbucks Corp	103,675	$10,594,548
3	CMG	Chipotle Mexican Grill Inc	128,521	$4,369,714
4	DPZ	Dominos Pizza Inc	8,838	$2,616,401
5	BROS	Dutch Bros Inc.	31,460	$2,259,142
6	YUM	Yum Brands Inc	12,561	$2,008,001
7	DRI	Darden Restaurants Inc	4,171	$859,267
8	QSR	Restaurant Brands International Inc.	8,705	$631,199

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,568	40,720	+83.7%	Shares	Sole	2026-07-28
2025-09-30	$202,994	22,161	-15.7%	Shares	Sole	2025-11-17
2025-06-30	$300,277	26,294	+11.1%	Shares	Sole	2025-08-07
2025-03-31	$346,131	23,659	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$383,473	23,526	-24.7%	Shares	Sole	2025-01-28
2024-09-30	$547,097	31,227	-2.5%	Shares	Sole	2024-11-13
2024-06-30	$543,330	32,036	+0.0%	Shares	Sole	2024-08-12
2024-03-31	$603,539	32,035	-3.0%	Shares	Sole	2024-05-02
2023-12-31	$643,502	33,034	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$674,672	33,056	+26.9%	Shares	Sole	2023-11-08
2023-06-30	$566,478	26,045	+10.4%	Shares	Sole	2023-08-08
2023-03-31	$513,724	23,587	+18.4%	Shares	Sole	2023-05-12
2022-12-31	$450,857	19,923	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.