Position in WEN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$287,994
+$100,011 QoQ
Shares Held
34,740
+28.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 400 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $70,505,406 across 16 Restaurants names. WEN ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
104,467 | $28,238,474 | |
| 2 | SBUX |
Starbucks Corp
|
171,013 | $17,475,818 | |
| 3 | YUM |
Yum Brands Inc
|
40,273 | $6,438,041 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
158,352 | $5,383,968 | |
| 5 | DRI |
Darden Restaurants Inc
|
17,293 | $3,562,530 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
9,111 | $1,760,518 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
34,451 | $1,408,012 | |
| 8 | DPZ |
Dominos Pizza Inc
|
4,148 | $1,227,973 |
All Filings in WEN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,994 | 34,740 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $187,983 | 27,048 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,723 | 32,860 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $267,820 | 29,238 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $274,513 | 24,038 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $333,008 | 22,762 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $165,819 | 10,173 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $242,196 | 13,824 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $252,025 | 14,860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $240,944 | 12,789 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||