Corient Private Wealth LLC

Position in WEN — Wendy's Co

CIK 1948780 MIAMI, FL

Position in WEN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$919,170

+$437,355 QoQ

Shares Held

110,877

+59.9% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#94

of 400 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 10% Shared 16% None 74%

Consumer Cyclical · as of Jun 30, 2026

Corient Private Wealth LLC holds $579,381,422 across 25 Restaurants names. WEN ranks #18 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBUX	Starbucks Corp	3,559,002	$289,018,636
2	MCD	Mcdonalds Corp	4,486,962	$212,356,898
3	YUM	Yum Brands Inc	162,948	$26,048,867
4	CAKE	Cheesecake Factory Inc	101,425	$8,067,344
5	CMG	Chipotle Mexican Grill Inc	190,974	$6,493,116
6	QSR	Restaurant Brands International Inc.	81,652	$5,920,586
7	DRI	Darden Restaurants Inc	27,931	$5,754,065
8	DPZ	Dominos Pizza Inc	16,540	$4,896,501

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$919,170	110,877	+59.9%	Shares	Sole	2026-08-17
2026-03-31	$481,815	69,326	-2.3%	Shares	Sole	2026-05-15
2025-12-31	$590,821	70,927	+33.6%	Shares	Sole	2026-03-09
2025-09-30	$486,358	53,096	+47.6%	Shares	Defined	2025-11-14
2025-06-30	$410,765	35,969	-15.4%	Shares	Sole	2025-09-26
2025-03-31	$622,184	42,528	+45.9%	Shares	Sole	2025-05-14
2024-12-31	$475,226	29,155	-12.2%	Shares	Sole	2025-02-10
2024-09-30	$581,804	33,208	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$560,341	33,039	+5.7%	Shares	Sole	2024-08-13
2024-03-31	$588,844	31,255	-0.3%	Shares	Sole	2024-05-09
2023-12-31	$610,853	31,358	+7.5%	Shares	Sole	2024-02-09
2023-09-30	$595,563	29,180	+2.5%	Shares	Sole	2023-11-03
2023-06-30	$619,287	28,473	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$616,548	28,308	+21.8%	Shares	Sole	2023-05-15
2022-12-31	$526,079	23,247	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.