Position in WEN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8
+$2 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 400 holders
Holding Since
Sep 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, 2026Hughes Financial Services, LLC holds $644,527 across 17 Restaurants names. WEN ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,314 | $355,187 | |
| 2 | YUM |
Yum Brands Inc
|
1,298 | $207,498 | |
| 3 | YUMC |
Yum China Holdings, Inc.
|
557 | $22,764 | |
| 4 | SBUX |
Starbucks Corp
|
187 | $19,109 | |
| 5 | DRI |
Darden Restaurants Inc
|
91 | $18,746 | |
| 6 | EAT |
Brinker International, Inc
|
54 | $9,072 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
78 | $5,655 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
101 | $3,434 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8 | 1 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6 | 1 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8 | 1 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,639 | 179 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||