Position in WEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,012
-$15,351 QoQ
Shares Held
11,081
-0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Callan Family Office, LLC holds $19,350,684 across 10 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
20,562 | $5,558,114 | |
| 2 | SBUX |
Starbucks Corp
|
45,889 | $4,689,396 | |
| 3 | EAT |
Brinker International, Inc
|
13,439 | $2,257,752 | |
| 4 | YUM |
Yum Brands Inc
|
11,633 | $1,859,651 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
7,498 | $1,448,838 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
41,350 | $1,405,900 | |
| 7 | DRI |
Darden Restaurants Inc
|
4,840 | $997,088 | |
| 8 | CAKE |
Cheesecake Factory Inc
|
8,885 | $706,712 |
All Filings in WEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,012 | 11,081 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,363 | 11,088 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||