Position in WEN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$173,700
+$27,785 QoQ
Shares Held
20,953
-0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#196
of 400 holders
Holding Since
Dec 2020
21 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, 2026Everhart Financial Group, Inc. holds $3,411,600 across 6 Restaurants names. WEN ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
5,633 | $1,522,656 | |
| 2 | SBUX |
Starbucks Corp
|
7,195 | $735,257 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
14,011 | $476,374 | |
| 4 | YUM |
Yum Brands Inc
|
1,810 | $289,346 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
2,955 | $214,267 | |
| 6 | WEN |
Wendy's Co
This page
|
20,953 | $173,700 |
All Filings in WEN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,700 | 20,953 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $145,915 | 20,995 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $119,760 | 14,377 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $126,902 | 13,854 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $116,050 | 10,162 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $147,777 | 10,101 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $173,806 | 10,248 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $193,072 | 10,248 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $199,631 | 10,248 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $209,161 | 10,248 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $222,894 | 10,248 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $223,223 | 10,249 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $231,934 | 10,249 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $194,525 | 10,408 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $199,240 | 10,553 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $219,282 | 9,981 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $238,046 | 9,981 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $219,401 | 10,120 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $237,010 | 10,120 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $206,652 | 10,200 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $223,584 | 10,200 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||