Robertson Stephens Wealth Management, LLC

Position in WEN — Wendy's Co

CIK 1767307 San Francisco, CA

Position in WEN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$184,303

+$15,891 QoQ

Shares Held

22,232

-8.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#193

of 400 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $10,108,344 across 5 Restaurants names. WEN ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc	180,965	$6,152,810
2	MCD	Mcdonalds Corp	8,912	$2,409,002
3	SBUX	Starbucks Corp	10,854	$1,109,170
4	QSR	Restaurant Brands International Inc.	3,490	$253,059
5	WEN	Wendy's Co This page	22,232	$184,303

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,303	22,232	-8.3%	Shares	Sole	2026-07-29
2026-03-31	$168,412	24,232	+13.2%	Shares	Sole	2026-04-28
2025-12-31	$178,336	21,409	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.