Position in WEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,825
+$4,316 QoQ
Shares Held
944
+86.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 400 holders
Holding Since
Jun 2024
8 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, 2026Stone House Investment Management, LLC holds $345,032 across 15 Restaurants names. WEN ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
360 | $97,311 | |
| 2 | YUM |
Yum Brands Inc
|
409 | $65,382 | |
| 3 | BROS |
Dutch Bros Inc.
|
877 | $62,977 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
1,063 | $36,142 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
530 | $21,661 | |
| 6 | CAVA |
Cava Group, Inc.
|
273 | $21,425 | |
| 7 | DRI |
Darden Restaurants Inc
|
74 | $15,244 | |
| 8 | SBUX |
Starbucks Corp
|
107 | $10,934 |
All Filings in WEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,825 | 944 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||