EverSource Wealth Advisors, LLC

Position in WEN — Wendy's Co

CIK 1710537 BIRMINGHAM, AL

Position in WEN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$22,321

-$1,221 QoQ

Shares Held

2,693

-20.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#295

of 402 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $4,160,874 across 34 Restaurants names. WEN ranks #19 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	4,683	$1,265,857
2	SBUX	Starbucks Corp	5,255	$537,002
3	TXRH	Texas Roadhouse, Inc.	2,279	$440,367
4	EAT	Brinker International, Inc	1,982	$332,976
5	CMG	Chipotle Mexican Grill Inc	9,766	$332,044
6	DRI	Darden Restaurants Inc	1,369	$282,023
7	YUM	Yum Brands Inc	1,507	$240,903
8	DPZ	Dominos Pizza Inc	431	$127,589

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,321	2,693	-20.5%	Shares	Sole	2026-07-24
2026-03-31	$23,542	3,388	-66.7%	Shares	Sole	2026-05-18
2025-12-31	$84,679	10,166	-22.8%	Shares	Sole	2026-02-06
2025-09-30	$120,554	13,161	+2.2%	Shares	Sole	2025-11-10
2025-06-30	$147,031	12,875	+407.3%	Shares	Sole	2025-08-13
2025-03-31	$37,128	2,538	+278.8%	Shares	Sole	2025-05-13
2024-12-31	$10,918	670	+243.6%	Shares	Sole	2025-02-10
2024-09-30	$3,415	195	0.0%	Shares	Sole	2024-11-08
2024-06-30	$3,305	195	+27.5%	Shares	Sole	2024-08-13
2024-03-31	$2,882	153	-16.8%	Shares	Sole	2024-06-11
2023-12-31	$3,583	184	-1.6%	Shares	Sole	2024-02-09
2023-09-30	$3,816	187	+159.7%	Shares	Sole	2023-11-03
2023-06-30	$1,565	72	+46.9%	Shares	Sole	2023-08-04
2023-03-31	$1,067	49	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,108	49	0.0%	Shares	Sole	2023-02-09
2022-09-30	$915	49	-80.5%	Shares	Sole	2022-11-07
2021-12-31	$5,986	251	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.