Position in WEN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,509
-$2,996 QoQ
Shares Held
505
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Stone House Investment Management, LLC holds $381,460 across 13 Restaurants names. WEN ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
539 | $167,515 | |
| 2 | YUM |
Yum Brands Inc
|
408 | $63,435 | |
| 3 | BROS |
Dutch Bros Inc.
|
874 | $44,276 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
760 | $37,072 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
1,063 | $34,026 | |
| 6 | CAVA |
Cava Group, Inc.
|
266 | $21,519 | |
| 7 | SBUX |
Starbucks Corp
|
62 | $5,554 | |
| 8 | WEN |
Wendy's Co
This page
|
505 | $3,509 |
All Filings in WEN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,509 | 505 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,505 | 781 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,625 | 505 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,767 | 505 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,388 | 505 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $8,847 | 505 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,564 | 505 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||