Position in WEN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$86,464
New position
Shares Held
10,430
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $12,516,547 across 7 Restaurants names. WEN ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
45,012 | $4,599,776 | |
| 2 | MCD |
Mcdonalds Corp
|
14,402 | $3,893,004 | |
| 3 | BROS |
Dutch Bros Inc.
|
24,394 | $1,751,733 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
25,776 | $876,384 | |
| 5 | YUM |
Yum Brands Inc
|
4,669 | $746,386 | |
| 6 | EAT |
Brinker International, Inc
|
3,350 | $562,800 | |
| 7 | WEN |
Wendy's Co
This page
|
10,430 | $86,464 |
All Filings in WEN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,464 | 10,430 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||