Position in WEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,155
+$2,086 QoQ
Shares Held
260
+2500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 400 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $1,650,573 across 21 Restaurants names. WEN ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,839 | $497,100 | |
| 2 | SBUX |
Starbucks Corp
|
2,705 | $276,423 | |
| 3 | YUM |
Yum Brands Inc
|
1,636 | $261,530 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
6,347 | $215,798 | |
| 5 | CAVA |
Cava Group, Inc.
|
1,506 | $118,190 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
1,882 | $76,917 | |
| 7 | DRI |
Darden Restaurants Inc
|
336 | $69,219 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
613 | $44,448 |
All Filings in WEN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155 | 260 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $69 | 10 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $508 | 61 | Shares | Sole | 2026-01-30 | |
| 2021-09-30 | $4,336 | 200 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,684 | 200 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||