Position in WEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$66
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
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, 2026Buck Wealth Strategies, LLC holds $521,423 across 12 Restaurants names. WEN ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,022 | $276,256 | |
| 2 | SBUX |
Starbucks Corp
|
1,439 | $147,051 | |
| 3 | QSR |
Restaurant Brands International Inc.
|
903 | $65,476 | |
| 4 | VENU |
Venu Holding Corp
|
9,145 | $20,759 | |
| 5 | DRI |
Darden Restaurants Inc
|
31 | $6,386 | |
| 6 | WING |
Wingstop Inc.
|
10 | $1,734 | |
| 7 | YUM |
Yum Brands Inc
|
10 | $1,598 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
6 | $1,159 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66 | 8 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||