Position in WEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$613
New position
Shares Held
74
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#372
of 400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cornerstone Financial Management LLC holds $460,848 across 9 Restaurants names. WEN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
1,634 | $336,620 | |
| 2 | MCD |
Mcdonalds Corp
|
233 | $62,982 | |
| 3 | SBUX |
Starbucks Corp
|
342 | $34,948 | |
| 4 | YUM |
Yum Brands Inc
|
98 | $15,666 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
239 | $8,126 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
11 | $797 | |
| 7 | WEN |
Wendy's Co
This page
|
74 | $613 | |
| 8 | DPZ |
Dominos Pizza Inc
|
2 | $592 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613 | 74 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||