Position in WEN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$160,113
+$65,635 QoQ
Shares Held
19,314
+42.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#201
of 400 holders
Holding Since
Mar 2020
20 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, 2026PDS Planning, Inc holds $2,909,350 across 6 Restaurants names. WEN ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
4,106 | $1,109,892 | |
| 2 | SBUX |
Starbucks Corp
|
8,294 | $847,563 | |
| 3 | YUM |
Yum Brands Inc
|
1,929 | $308,369 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
7,481 | $254,354 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
3,159 | $229,059 | |
| 6 | WEN |
Wendy's Co
This page
|
19,314 | $160,113 |
All Filings in WEN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,113 | 19,314 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $94,478 | 13,594 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $99,393 | 11,932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $118,099 | 12,893 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $146,735 | 12,849 | Shares | Sole | 2025-07-24 | |
| 2023-09-30 | $181,424 | 8,889 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $183,113 | 8,419 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $183,365 | 8,419 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $190,521 | 8,419 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $170,452 | 9,120 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $172,185 | 9,120 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $191,534 | 8,718 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $207,924 | 8,718 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $187,033 | 8,627 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $202,044 | 8,627 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $251,629 | 12,420 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $309,050 | 14,099 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $219,632 | 9,849 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $208,499 | 9,573 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $147,267 | 9,897 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||