Position in WEN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$125,237
New position
Shares Held
15,107
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026PFG Investments, LLC holds $8,784,190 across 8 Restaurants names. WEN ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
16,164 | $4,369,290 | |
| 2 | SBUX |
Starbucks Corp
|
19,160 | $1,957,960 | |
| 3 | YUM |
Yum Brands Inc
|
8,858 | $1,416,039 | |
| 4 | YUMC |
Yum China Holdings, Inc.
|
7,936 | $324,344 | |
| 5 | CAVA |
Cava Group, Inc.
|
3,253 | $255,295 | |
| 6 | DRI |
Darden Restaurants Inc
|
1,088 | $224,138 | |
| 7 | WEN |
Wendy's Co
This page
|
15,107 | $125,237 | |
| 8 | SG |
Sweetgreen, Inc.
|
12,700 | $111,887 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,237 | 15,107 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||