Position in WEN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$498,941
+$70,224 QoQ
Shares Held
60,186
-2.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#123
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, 2026Legacy Capital Group California, Inc. holds $822,167 across 2 Restaurants names. WEN ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEN |
Wendy's Co
This page
|
60,186 | $498,941 | |
| 2 | SBUX |
Starbucks Corp
|
3,163 | $323,226 |
All Filings in WEN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,941 | 60,186 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $428,717 | 61,686 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $570,113 | 68,441 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $630,949 | 68,881 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||