Position in WEN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,127
+$95 QoQ
Shares Held
136
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 402 holders
Holding Since
Sep 2025
3 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, 2026Avion Wealth holds $508,166 across 15 Restaurants names. WEN ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
815 | $220,302 | |
| 2 | SBUX |
Starbucks Corp
|
1,399 | $142,963 | |
| 3 | DRI |
Darden Restaurants Inc
|
503 | $103,623 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
305 | $10,370 | |
| 5 | YUM |
Yum Brands Inc
|
51 | $8,152 | |
| 6 | WING |
Wingstop Inc.
|
24 | $4,161 | |
| 7 | DPZ |
Dominos Pizza Inc
|
14 | $4,144 | |
| 8 | JACK |
Jack In The Box Inc
|
245 | $3,873 |
All Filings in WEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127 | 136 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $1,032 | 124 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 203 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||