FSM Wealth Advisors, LLC

Position in WEN — Wendy's Co

CIK 1942548 CLEVELAND, OH

Position in WEN

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

Position Value

$135,939

+$20,333 QoQ

Shares Held

16,398

-1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#215

of 400 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $1,748,700 across 5 Restaurants names. WEN ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	2,761	$746,325
2	QSR	Restaurant Brands International Inc.	4,444	$322,234
3	SBUX	Starbucks Corp	2,799	$286,029
4	YUM	Yum Brands Inc	1,615	$258,173
5	WEN	Wendy's Co This page	16,398	$135,939

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,939	16,398	-1.4%	Shares	Sole	2026-07-15
2026-03-31	$115,606	16,634	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$137,886	16,553	+7.2%	Shares	Sole	2026-01-23
2025-09-30	$141,448	15,442	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$177,204	15,517	-4.3%	Shares	Sole	2025-07-31
2025-03-31	$237,108	16,207	+5.5%	Shares	Sole	2025-04-28
2024-12-31	$250,449	15,365	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$268,178	15,307	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$259,996	15,330	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$288,252	15,300	0.0%	Shares	Sole	2024-05-14
2023-12-31	$298,044	15,300	0.0%	Shares	Sole	2024-05-14
2023-09-30	$312,273	15,300	0.0%	Shares	Sole	2023-11-14
2023-06-30	$332,775	15,300	0.0%	Shares	Sole	2023-07-12
2023-03-31	$333,234	15,300	0.0%	Shares	Sole	2023-04-24
2022-12-31	$346,239	15,300	0.0%	Shares	Sole	2023-01-19
2022-09-30	$285,957	15,300	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.