Position in WEN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,757
+$284 QoQ
Shares Held
212
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 400 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Nalls Sherbakoff Group, LLC holds $145,645 across 7 Restaurants names. WEN ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
416 | $112,448 | |
| 2 | YUM |
Yum Brands Inc
|
80 | $12,788 | |
| 3 | SBUX |
Starbucks Corp
|
108 | $11,036 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
54 | $3,915 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
80 | $3,269 | |
| 6 | WEN |
Wendy's Co
This page
|
212 | $1,757 | |
| 7 | CNNE |
Cannae Holdings, Inc.
|
30 | $432 |
All Filings in WEN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757 | 212 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,473 | 212 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $1,765 | 212 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $1,941 | 212 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $2,421 | 212 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $3,101 | 212 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $4,129 | 212 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $4,326 | 212 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,611 | 212 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $4,617 | 212 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||