Position in WEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,624
-$2,498 QoQ
Shares Held
196
-45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 402 holders
Holding Since
Mar 2023
3 quarters on record
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $7,124,970 across 8 Restaurants names. WEN ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAVA |
Cava Group, Inc.
|
31,759 | $2,492,446 | |
| 2 | MCD |
Mcdonalds Corp
|
7,589 | $2,051,382 | |
| 3 | SBUX |
Starbucks Corp
|
18,511 | $1,891,639 | |
| 4 | YUM |
Yum Brands Inc
|
2,048 | $327,393 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,149 | $311,066 | |
| 6 | YUMC |
Yum China Holdings, Inc.
|
991 | $40,502 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
123 | $8,918 | |
| 8 | WEN |
Wendy's Co
This page
|
196 | $1,624 |
All Filings in WEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624 | 196 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $4,122 | 361 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $7,862 | 361 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||