Position in WEN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,028,780
+$467,855 QoQ
Shares Held
148,026
+119.8% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 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, 2026Kingsview Wealth Management, LLC holds $19,386,957 across 8 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,557 | $12,314,512 | |
| 2 | SBUX |
Starbucks Corp
|
26,574 | $2,715,597 | |
| 3 | YUM |
Yum Brands Inc
|
12,979 | $2,074,822 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
21,147 | $718,998 | |
| 5 | DRI |
Darden Restaurants Inc
|
3,303 | $680,451 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,907 | $368,489 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
7,100 | $290,177 | |
| 8 | SHAK |
Shake Shack Inc.
|
3,997 | $223,911 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,028,780 | 148,026 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $560,925 | 67,338 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $361,361 | 24,700 | Shares | Sole | 2025-05-02 | |
| 2021-12-31 | $915,196 | 38,373 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||