Position in WEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$126,079
-$31,124 QoQ
Shares Held
18,141
-3.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Lido Advisors, LLC holds $85,461,050 across 12 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
108,180 | $29,242,135 | |
| 2 | SBUX |
Starbucks Corp
|
229,918 | $23,495,319 | |
| 3 | DPZ |
Dominos Pizza Inc
|
69,194 | $20,484,191 | |
| 4 | YUM |
Yum Brands Inc
|
18,662 | $2,983,306 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
76,942 | $2,616,028 | |
| 6 | EAT |
Brinker International, Inc
|
12,148 | $2,040,864 | |
| 7 | DRI |
Darden Restaurants Inc
|
8,607 | $1,773,128 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
7,469 | $1,443,234 |
All Filings in WEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,079 | 18,141 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $157,203 | 18,872 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $143,949 | 15,715 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $195,727 | 17,139 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $249,938 | 17,084 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $278,550 | 17,089 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||