Position in WEN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$70,056
-$15,026 QoQ
Shares Held
10,080
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $19,853,400 across 7 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
52,037 | $14,066,121 | |
| 2 | SBUX |
Starbucks Corp
|
37,140 | $3,795,336 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
32,415 | $1,102,110 | |
| 4 | YUM |
Yum Brands Inc
|
1,806 | $288,707 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,278 | $263,280 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,056 | $204,050 | |
| 7 | ARCO |
Arcos Dorados Holdings Inc.
|
16,600 | $133,796 |
All Filings in WEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,056 | 10,080 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $85,082 | 10,214 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $91,966 | 10,040 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $114,656 | 10,040 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $146,885 | 10,040 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $163,652 | 10,040 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $175,900 | 10,040 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $170,278 | 10,040 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $189,153 | 10,040 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $195,579 | 10,040 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $204,916 | 10,040 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $220,545 | 10,140 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $228,101 | 10,473 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $229,468 | 10,140 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $189,516 | 10,140 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $191,443 | 10,140 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $222,775 | 10,140 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $241,839 | 10,140 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $219,835 | 10,140 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $237,478 | 10,140 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $205,436 | 10,140 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $222,268 | 10,140 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $226,122 | 10,140 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $227,927 | 10,465 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $155,719 | 10,465 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||