Position in WEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,721,175
-$217,400 QoQ
Shares Held
207,621
-25.6% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 400 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $16,808,742,997 across 39 Restaurants names. WEN ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
31,923,726 | $8,629,302,366 | |
| 2 | YUM |
Yum Brands Inc
|
20,017,649 | $3,200,021,359 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
66,168,691 | $2,249,735,494 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
24,117,074 | $985,664,807 | |
| 5 | SBUX |
Starbucks Corp
|
7,151,808 | $730,843,250 | |
| 6 | DRI |
Darden Restaurants Inc
|
2,006,758 | $413,412,207 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,021,501 | $197,384,635 | |
| 8 | QSR |
Restaurant Brands International Inc.
|
1,714,650 | $124,329,266 |
All Filings in WEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,721,175 | 207,621 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,938,575 | 278,932 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,128,205 | 255,487 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,105,717 | 229,882 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $23,399,441 | 2,048,988 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $65,386,499 | 4,469,344 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $74,631,469 | 4,578,618 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $82,247,214 | 4,694,476 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $86,111,904 | 5,077,353 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $111,381,718 | 5,911,981 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $115,771,798 | 5,943,111 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $119,248,237 | 5,842,638 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $129,059,038 | 5,933,749 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $130,447,452 | 5,989,323 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $132,313,627 | 5,846,924 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $115,263,042 | 6,167,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $123,421,730 | 6,537,168 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $146,790,137 | 6,681,390 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $158,071,240 | 6,627,725 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $136,068,945 | 6,276,243 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $152,693,948 | 6,519,810 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $147,406,186 | 7,275,725 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $129,673,937 | 5,915,782 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $107,441,863 | 4,818,021 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $91,749,507 | 4,212,558 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $54,706,582 | 3,676,518 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||