BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in WEN — Wendy's Co

CIK 1654599 MORRISTOWN, NJ

Position in WEN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$223

+$43 QoQ

Shares Held

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#386

of 400 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $14,336,376 across 6 Restaurants names. WEN ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	40,683	$8,381,104
2	SBUX	Starbucks Corp	52,213	$5,335,646
3	MCD	Mcdonalds Corp	2,127	$574,949
4	QSR	Restaurant Brands International Inc.	568	$41,185
5	YUMC	Yum China Holdings, Inc.	80	$3,269
6	WEN	Wendy's Co This page	27	$223

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223	27	+3.8%	Shares	Sole	2026-07-08
2026-03-31	$180	26	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.