Annis Gardner Whiting Capital Advisors, LLC

Position in WEN — Wendy's Co

CIK 1998414 TAMPA, FL

Position in WEN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$277,673

+$44,883 QoQ

Shares Held

33,495

0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#158

of 400 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,476,702 across 4 Restaurants names. WEN ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	5,722	$1,546,713
2	SBUX	Starbucks Corp	3,821	$390,467
3	WEN	Wendy's Co This page	33,495	$277,673
4	WING	Wingstop Inc.	1,510	$261,849

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,673	33,495	0.0%	Shares	Sole	2026-08-10
2026-03-31	$232,790	33,495	0.0%	Shares	Sole	2026-05-06
2025-12-31	$279,013	33,495	0.0%	Shares	Sole	2026-02-09
2025-09-30	$306,814	33,495	+49.1%	Shares	Sole	2025-11-03
2024-12-31	$366,098	22,460	0.0%	Shares	Sole	2025-02-12
2024-09-30	$393,499	22,460	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$380,497	22,435	+12.6%	Shares	Sole	2024-08-12
2024-03-31	$375,292	19,920	+18175.2%	Shares	Sole	2024-05-13
2023-12-31	$2,123	109	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.