HighMark Wealth Management LLC

Position in WEN — Wendy's Co

CIK 1802451 ST. PAUL, MN

Position in WEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$538

+$536 QoQ

Shares Held

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#375

of 402 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

HighMark Wealth Management LLC holds $154,756 across 7 Restaurants names. WEN ranks #7 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	405	$41,386
2	YUM	Yum Brands Inc	239	$38,206
3	SG	Sweetgreen, Inc.	2,914	$25,672
4	MCD	Mcdonalds Corp	93	$25,138
5	CMG	Chipotle Mexican Grill Inc	424	$14,416
6	YUMC	Yum China Holdings, Inc.	230	$9,400
7	WEN	Wendy's Co This page	65	$538

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538	65	—	Shares	Sole	2026-08-12
2024-06-30	$2	0	—	Shares	Sole	2024-07-29
2024-03-31	$2	0	-100.0%	Shares	Sole	2024-04-29
2023-12-31	$974	50	+2.0%	Shares	Sole	2024-01-23
2023-09-30	$1,000	49	0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,065	49	+2.1%	Shares	Sole	2023-07-26
2023-03-31	$1,045	48	0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,086	48	+2.1%	Shares	Sole	2023-02-02
2022-09-30	$878	47	0.0%	Shares	Sole	2022-10-21
2022-06-30	$887	47	0.0%	Shares	Sole	2022-07-19
2022-03-31	$1,032	47	0.0%	Shares	Sole	2022-04-25
2021-12-31	$1,120	47	+2.2%	Shares	Sole	2022-01-20
2021-09-30	$997	46	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,077	46	0.0%	Shares	Sole	2021-08-02
2021-03-31	$931	46	0.0%	Shares	Sole	2021-04-22
2020-12-31	$1,008	46	0.0%	Shares	Sole	2021-01-27
2020-09-30	$1,025	46	+2.2%	Shares	Sole	2020-10-26
2020-06-30	$980	45	0.0%	Shares	Sole	2020-07-22
2020-03-31	$669	45	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.