Spire Wealth Management

Position in WEN — Wendy's Co

CIK 1858740 MCLEAN, VA

Position in WEN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,097

+$2,119 QoQ

Shares Held

1,218

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#312

of 400 holders

Holding Since

Mar 2021

19 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Spire Wealth Management holds $5,585,194 across 19 Restaurants names. WEN ranks #12 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	18,196	$1,859,449
2	MCD	Mcdonalds Corp	5,977	$1,615,642
3	CMG	Chipotle Mexican Grill Inc	20,671	$702,814
4	YUM	Yum Brands Inc	3,112	$497,484
5	BROS	Dutch Bros Inc.	4,453	$319,769
6	CAVA	Cava Group, Inc.	3,887	$305,051
7	DRI	Darden Restaurants Inc	660	$135,966
8	WING	Wingstop Inc.	213	$36,936

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,097	1,218	+6.1%	Shares	Sole	2026-07-15
2026-03-31	$7,978	1,148	+756.7%	Shares	Sole	2026-04-22
2025-12-31	$1,116	134	-66.4%	Shares	Sole	2026-01-14
2025-09-30	$3,654	399	+204.6%	Shares	Sole	2025-10-23
2025-06-30	$1,496	131	-5.1%	Shares	Sole	2025-08-04
2024-12-31	$2,249	138	-24.6%	Shares	Sole	2025-01-24
2024-09-30	$3,206	183	+205.0%	Shares	Sole	2024-10-15
2024-06-30	$1,017	60	-88.1%	Shares	Sole	2024-07-31
2024-03-31	$9,533	506	-10.0%	Shares	Sole	2024-04-24
2023-12-31	$10,947	562	-62.9%	Shares	Sole	2024-02-06
2023-09-30	$30,941	1,516	+203.2%	Shares	Sole	2023-11-08
2023-06-30	$10,875	500	0.0%	Shares	Sole	2023-08-09
2023-03-31	$10,890	500	-2.9%	Shares	Sole	2023-05-09
2022-06-30	$9,723	515	-48.5%	Shares	Sole	2022-07-22
2022-03-31	$21,970	1,000	-67.7%	Shares	Sole	2022-04-18
2021-12-31	$73,935	3,100	+210.0%	Shares	Sole	2022-01-14
2021-09-30	$21,680	1,000	0.0%	Shares	Sole	2021-10-22
2021-06-30	$23,420	1,000	-67.7%	Shares	Sole	2021-07-26
2021-03-31	$62,806	3,100	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.