Position in WEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,737
+$6,722 QoQ
Shares Held
1,054
+263.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 402 holders
Holding Since
Mar 2025
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, 2026Clearstead Trust, LLC holds $4,201,045 across 11 Restaurants names. WEN ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
13,370 | $3,614,044 | |
| 2 | SBUX |
Starbucks Corp
|
3,927 | $401,300 | |
| 3 | YUM |
Yum Brands Inc
|
500 | $79,930 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,000 | $68,000 | |
| 5 | DPZ |
Dominos Pizza Inc
|
39 | $11,545 | |
| 6 | WEN |
Wendy's Co
This page
|
1,054 | $8,737 | |
| 7 | DRI |
Darden Restaurants Inc
|
28 | $5,768 | |
| 8 | CAVA |
Cava Group, Inc.
|
58 | $4,551 |
All Filings in WEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,737 | 1,054 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,015 | 290 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $133 | 16 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,929 | 429 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,899 | 429 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,876 | 265 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||