Position in WEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,435
+$3,058 QoQ
Shares Held
1,862
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 400 holders
Holding Since
Dec 2020
23 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, 2026Larson Financial Group LLC holds $12,985,546 across 30 Restaurants names. WEN ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
43,724 | $4,468,155 | |
| 2 | SHAK |
Shake Shack Inc.
|
47,422 | $2,656,580 | |
| 3 | MCD |
Mcdonalds Corp
|
7,513 | $2,030,839 | |
| 4 | YUM |
Yum Brands Inc
|
6,969 | $1,114,064 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
29,000 | $986,000 | |
| 6 | DPZ |
Dominos Pizza Inc
|
2,887 | $854,667 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
6,260 | $255,846 | |
| 8 | DRI |
Darden Restaurants Inc
|
655 | $134,936 |
All Filings in WEN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,435 | 1,862 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,377 | 1,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,676 | 2,122 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,880 | 1,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,859 | 1,739 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,231 | 631 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $114 | 7 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $122 | 7 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $118 | 7 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $131 | 7 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $136 | 7 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $142 | 7 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $152 | 7 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $152 | 7 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $158 | 7 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $130 | 7 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $132 | 7 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $153 | 7 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $166 | 7 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $151 | 7 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $163 | 7 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $141 | 7 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $153 | 7 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||