HARBOUR INVESTMENTS, INC.

Position in WEN — Wendy's Co

CIK 810121 MADISON, WI

Position in WEN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$31,957

+$16,549 QoQ

Shares Held

3,855

+73.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#287

of 402 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HARBOUR INVESTMENTS, INC. holds $20,301,932 across 25 Restaurants names. WEN ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	48,295	$13,054,621
2	SBUX	Starbucks Corp	21,993	$2,247,464
3	DRI	Darden Restaurants Inc	9,215	$1,898,382
4	DPZ	Dominos Pizza Inc	2,930	$867,397
5	YUM	Yum Brands Inc	3,567	$570,220
6	CMG	Chipotle Mexican Grill Inc	12,573	$427,482
7	EAT	Brinker International, Inc	2,103	$353,304
8	CAVA	Cava Group, Inc.	4,463	$350,256

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,957	3,855	+73.9%	Shares	Sole	2026-08-12
2026-03-31	$15,408	2,217	+57.1%	Shares	Sole	2026-05-15
2025-12-31	$11,753	1,411	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$12,750	1,392	+17300.0%	Shares	Sole	2025-11-12
2025-06-30	$91	8	0.0%	Shares	Sole	2025-07-28
2025-03-31	$117	8	0.0%	Shares	Sole	2025-05-08
2024-12-31	$130	8	-97.3%	Shares	Sole	2025-02-10
2024-09-30	$5,203	297	-12.9%	Shares	Sole	2024-11-04
2024-06-30	$5,783	341	-27.1%	Shares	Sole	2024-07-26
2024-03-31	$8,817	468	+333.3%	Shares	Sole	2024-07-22
2023-12-31	$2,103	108	-11.5%	Shares	Sole	2024-02-16
2022-12-31	$2,760	122	-82.6%	Shares	Sole	2023-02-16
2022-09-30	$13,083	700	0.0%	Shares	Sole	2022-11-15
2022-06-30	$13,216	700	0.0%	Shares	Sole	2022-08-15
2021-12-31	$16,695	700	-20.6%	Shares	Sole	2022-02-16
2021-09-30	$19,121	882	0.0%	Shares	Sole	2021-11-15
2021-06-30	$20,656	882	+568.2%	Shares	Sole	2021-08-16
2021-03-31	$2,674	132	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.