Position in WEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,099
+$3,005 QoQ
Shares Held
977
+33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 400 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,253,682 across 13 Restaurants names. WEN ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
3,453 | $933,380 | |
| 2 | DRI |
Darden Restaurants Inc
|
1,025 | $211,160 | |
| 3 | SBUX |
Starbucks Corp
|
390 | $39,854 | |
| 4 | YUM |
Yum Brands Inc
|
126 | $20,142 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
150 | $10,876 | |
| 6 | DPZ |
Dominos Pizza Inc
|
36 | $10,657 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
252 | $10,299 | |
| 8 | WEN |
Wendy's Co
This page
|
977 | $8,099 |
All Filings in WEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,099 | 977 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,094 | 733 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,197 | 744 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,734 | 626 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,013 | 1,052 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,273 | 1,044 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,854 | 1,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,975 | 1,026 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,248 | 1,017 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,009 | 1,009 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $19,499 | 1,001 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $20,287 | 994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,467 | 987 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,344 | 980 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $36,298 | 1,604 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $29,847 | 1,597 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $30,019 | 1,590 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,756 | 1,582 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $37,563 | 1,575 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $34,015 | 1,569 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $36,605 | 1,563 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $31,565 | 1,558 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $34,041 | 1,553 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $34,565 | 1,550 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $33,693 | 1,547 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $16,635 | 1,118 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||