Position in WEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,370
+$383 QoQ
Shares Held
286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 402 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Bare Financial Services, Inc holds $134,373 across 17 Restaurants names. WEN ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
111 | $30,003 | |
| 2 | EAT |
Brinker International, Inc
|
144 | $24,192 | |
| 3 | CAKE |
Cheesecake Factory Inc
|
179 | $14,237 | |
| 4 | SHAK |
Shake Shack Inc.
|
249 | $13,948 | |
| 5 | YUM |
Yum Brands Inc
|
84 | $13,428 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
55 | $10,626 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
110 | $7,975 | |
| 8 | SBUX |
Starbucks Corp
|
47 | $4,802 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,370 | 286 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,987 | 286 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $448 | 49 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,244 | 109 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||