JONES FINANCIAL COMPANIES LLLP

Position in WEN — Wendy's Co

CIK 815917 DES PERES, MO

Position in WEN

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

Position Value

$246,154

+$33,102 QoQ

Shares Held

29,693

-3.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#170

of 400 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $499,194,791 across 37 Restaurants names. WEN ranks #20 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	806,975	$218,133,411
2	SBUX	Starbucks Corp	940,275	$96,086,701
3	DRI	Darden Restaurants Inc	158,347	$32,621,065
4	QSR	Restaurant Brands International Inc.	395,400	$28,670,453
5	CAKE	Cheesecake Factory Inc	328,760	$26,149,570
6	DPZ	Dominos Pizza Inc	82,163	$24,323,534
7	PZZA	Papa Johns International Inc	521,003	$19,157,279
8	CMG	Chipotle Mexican Grill Inc	493,311	$16,772,574

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,154	29,693	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$213,052	30,655	+6.3%	Shares	Sole	2026-05-15
2025-12-31	$240,320	28,850	+42.2%	Shares	Sole	2026-02-17
2025-09-30	$185,865	20,291	+121.8%	Shares	Sole	2025-11-04
2025-06-30	$104,481	9,149	+22.2%	Shares	Sole	2025-08-13
2025-03-31	$109,490	7,484	+15.4%	Shares	Sole	2025-05-28
2024-12-31	$105,754	6,488	+424.5%	Shares	Sole	2025-02-06
2024-09-30	$21,672	1,237	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$21,216	1,251	+396.4%	Shares	Sole	2024-08-14
2022-06-30	$4,757	252	0.0%	Shares	Sole	2022-08-08
2022-03-31	$5,536	252	-53.7%	Shares	Sole	2022-05-02
2021-12-31	$12,974	544	-9.2%	Shares	Sole	2022-02-11
2021-09-30	$12,986	599	-9.7%	Shares	Sole	2021-11-12
2021-06-30	$15,527	663	0.0%	Shares	Sole	2021-08-12
2021-03-31	$13,432	663	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.