Position in WEN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$82,900
+$13,400 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
of 400 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cherokee Insurance Co holds $569,458 across 2 Restaurants names. WEN ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,800 | $486,558 | |
| 2 | WEN |
Wendy's Co
This page
|
10,000 | $82,900 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,900 | 10,000 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $69,500 | 10,000 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $83,300 | 10,000 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $91,600 | 10,000 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||