Bruce G. Allen Investments, LLC

Position in WEN — Wendy's Co

CIK 2005409 DENVER, CO

Position in WEN

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,193

+$742 QoQ

Shares Held

144

+121.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#359

of 399 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $593,364 across 6 Restaurants names. WEN ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	950	$256,794
2	SBUX	Starbucks Corp	1,808	$184,759
3	DRI	Darden Restaurants Inc	478	$98,472
4	YUM	Yum Brands Inc	322	$51,474
5	WEN	Wendy's Co This page	144	$1,193
6	EAT	Brinker International, Inc	4	$672

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,193	144	+121.5%	Shares	Sole	2026-07-31
2026-03-31	$451	65	-35.0%	Shares	Sole	2026-05-08
2025-12-31	$833	100	-28.1%	Shares	Sole	2026-02-10
2025-09-30	$1,273	139	+892.9%	Shares	Sole	2025-10-30
2025-06-30	$159	14	-83.7%	Shares	Sole	2025-07-09
2025-03-31	$1,258	86	+290.9%	Shares	Sole	2025-04-14
2024-12-31	$358	22	0.0%	Shares	Sole	2025-01-10
2024-09-30	$385	22	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.