Cornerstone Planning Group LLC

Position in WEN — Wendy's Co

CIK 1822587 FAIRFIELD, NJ

Position in WEN

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

Position Value

$1,119

+$188 QoQ

Shares Held

135

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#364

of 403 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $396,208 across 14 Restaurants names. WEN ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	485	$131,100
2	SBUX	Starbucks Corp	605	$61,824
3	CMG	Chipotle Mexican Grill Inc	1,800	$61,200
4	CAVA	Cava Group, Inc.	477	$37,434
5	DPZ	Dominos Pizza Inc	103	$30,492
6	YUM	Yum Brands Inc	179	$28,614
7	DRI	Darden Restaurants Inc	78	$16,068
8	WING	Wingstop Inc.	83	$14,393

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,119	135	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$931	134	+179.2%	Shares	Sole	2026-05-06
2025-12-31	$399	48	-56.8%	Shares	Sole	2026-02-02
2025-09-30	$1,016	111	+177.5%	Shares	Sole	2025-11-04
2025-03-31	$585	40	+2.6%	Shares	Sole	2025-04-30
2024-12-31	$635	39	-78.9%	Shares	Sole	2025-01-29
2024-09-30	$3,241	185	-56.2%	Shares	Sole	2024-11-05
2024-06-30	$7,157	422	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$7,818	415	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$7,967	409	+1.2%	Shares	Sole	2024-02-12
2023-09-30	$8,245	404	0.0%	Shares	Sole	2023-11-08
2023-06-30	$8,787	404	-30.6%	Shares	Sole	2023-08-15
2022-12-31	$13,170	582	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.