Position in WEN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$14,872
-$9,237 QoQ
Shares Held
1,794
-48.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#304
of 400 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $767,100 across 10 Restaurants names. WEN ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,936 | $523,320 | |
| 2 | SBUX |
Starbucks Corp
|
890 | $90,949 | |
| 3 | DRI |
Darden Restaurants Inc
|
382 | $78,695 | |
| 4 | YUM |
Yum Brands Inc
|
227 | $36,288 | |
| 5 | WEN |
Wendy's Co
This page
|
1,794 | $14,872 | |
| 6 | WING |
Wingstop Inc.
|
55 | $9,537 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
24 | $4,637 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
120 | $4,080 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,872 | 1,794 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $24,109 | 3,469 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,185 | 1,823 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $796 | 87 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||