Position in WEN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,959
+$1,772 QoQ
Shares Held
1,322
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#310
of 400 holders
Holding Since
Mar 2026
2 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, 2026Ares Financial Consulting, LLC holds $588,720 across 11 Restaurants names. WEN ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,347 | $364,107 | |
| 2 | SBUX |
Starbucks Corp
|
1,141 | $116,598 | |
| 3 | CAKE |
Cheesecake Factory Inc
|
406 | $32,293 | |
| 4 | SG |
Sweetgreen, Inc.
|
3,000 | $26,430 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
350 | $11,900 | |
| 6 | BJRI |
BJs RESTAURANTS INC
|
190 | $11,539 | |
| 7 | WEN |
Wendy's Co
This page
|
1,322 | $10,959 | |
| 8 | YUM |
Yum Brands Inc
|
53 | $8,472 |
All Filings in WEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,959 | 1,322 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,187 | 1,322 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||