Position in WEN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$79,940
+$24,876 QoQ
Shares Held
9,643
+21.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#266
of 400 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Covestor Ltd holds $861,149 across 29 Restaurants names. WEN ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BROS |
Dutch Bros Inc.
|
2,562 | $183,977 | |
| 2 | MCD |
Mcdonalds Corp
|
415 | $112,178 | |
| 3 | WEN |
Wendy's Co
This page
|
9,643 | $79,940 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
2,239 | $76,126 | |
| 5 | PZZA |
Papa Johns International Inc
|
1,571 | $57,765 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
703 | $50,974 | |
| 7 | YUM |
Yum Brands Inc
|
285 | $45,560 | |
| 8 | SHAK |
Shake Shack Inc.
|
735 | $41,174 |
All Filings in WEN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,940 | 9,643 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $55,064 | 7,923 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $109,714 | 13,171 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $78,876 | 8,611 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $63,689 | 5,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $74,159 | 5,069 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $65,705 | 4,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $77,350 | 4,415 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $70,197 | 4,139 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $123,873 | 6,575 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $103,360 | 5,306 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $103,172 | 5,055 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,163 | 3,042 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $76,643 | 3,519 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,951 | 3,533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,741 | 3,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,351 | 2,508 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $76,851 | 3,498 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $45,076 | 1,890 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||