Sargent Investment Group, LLC

Position in WEN — Wendy's Co

CIK 1766157 BETHESDA, MD

Position in WEN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$90,593

+$18,112 QoQ

Shares Held

10,928

+4.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#259

of 402 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sargent Investment Group, LLC holds $2,531,274 across 3 Restaurants names. WEN ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	5,919	$1,599,964
2	SBUX	Starbucks Corp	8,227	$840,717
3	WEN	Wendy's Co This page	10,928	$90,593

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,593	10,928	+4.8%	Shares	Sole	2026-08-11
2026-03-31	$72,481	10,429	+1.3%	Shares	Sole	2026-05-11
2025-12-31	$85,757	10,295	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.