Medallion Wealth Advisors, LLC

Position in WEN — Wendy's Co

CIK 2131139 FARMINGTON, CT

Position in WEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,067

+$13,507 QoQ

Shares Held

2,300

+187.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#296

of 400 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $1,082,764 across 6 Restaurants names. WEN ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	3,200	$864,992
2	SBUX	Starbucks Corp	1,158	$118,336
3	YUM	Yum Brands Inc	416	$66,501
4	WEN	Wendy's Co This page	2,300	$19,067
5	YUMC	Yum China Holdings, Inc.	336	$13,732
6	CMG	Chipotle Mexican Grill Inc	4	$136

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,067	2,300	+187.5%	Shares	Sole	2026-08-14
2026-03-31	$5,560	800	0.0%	Shares	Sole	2026-04-24
2025-12-31	$6,664	800	0.0%	Shares	Sole	2026-04-24
2025-09-30	$7,328	800	-50.0%	Shares	Sole	2026-04-24
2025-06-30	$18,272	1,600	+100.0%	Shares	Sole	2026-04-24
2025-03-31	$11,704	800	0.0%	Shares	Sole	2026-04-24
2024-12-31	$13,040	800	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.