Position in WEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$84,640
New position
Shares Held
10,210
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $381,710 across 2 Restaurants names. WEN ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,099 | $297,070 | |
| 2 | WEN |
Wendy's Co
This page
|
10,210 | $84,640 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,640 | 10,210 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||