Sound Income Strategies, LLC

Position in WEN — Wendy's Co

CIK 1730960 Ft Lauderdale, FL

Position in WEN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,502,576

+$1,141,513 QoQ

Shares Held

784,388

+1.7% QoQ

Ownership

0.411%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#34

of 402 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sound Income Strategies, LLC holds $9,321,281 across 4 Restaurants names. WEN ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEN	Wendy's Co This page	784,388	$6,502,576
2	MCD	Mcdonalds Corp	5,773	$1,560,499
3	SBUX	Starbucks Corp	9,190	$939,126
4	YUM	Yum Brands Inc	1,996	$319,080

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,502,576	784,388	+1.7%	Shares	Sole	2026-07-20
2026-03-31	$5,361,063	771,376	+1.5%	Shares	Sole	2026-04-27
2025-12-31	$6,331,358	760,067	-3.4%	Shares	Sole	2026-01-21
2025-09-30	$7,210,000	787,118	-3.4%	Shares	Sole	2025-10-10
2025-06-30	$9,304,479	814,753	+36.6%	Shares	Sole	2025-07-17
2025-03-31	$8,725,887	596,438	+84261.8%	Shares	Sole	2025-04-17
2024-12-31	$11,524	707	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$12,299	702	+96.6%	Shares	Sole	2024-10-10
2024-06-30	$6,054	357	+0.6%	Shares	Sole	2024-07-12
2024-03-31	$6,688	355	+130.5%	Shares	Sole	2024-04-15
2023-12-31	$2,999	154	—	Shares	Sole	2024-01-10
2023-06-30	$6	0	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.