Position in WEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,017
-$9,756 QoQ
Shares Held
1,329
-55.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 400 holders
Holding Since
Jun 2024
6 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, 2026ROTHSCHILD INVESTMENT LLC holds $14,025,971 across 31 Restaurants names. WEN ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
26,261 | $7,098,610 | |
| 2 | SBUX |
Starbucks Corp
|
23,884 | $2,440,705 | |
| 3 | DPZ |
Dominos Pizza Inc
|
4,391 | $1,299,911 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,890 | $1,213,398 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
3,918 | $757,075 | |
| 6 | EAT |
Brinker International, Inc
|
3,206 | $538,608 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
10,176 | $345,984 | |
| 8 | YUM |
Yum Brands Inc
|
1,085 | $173,448 |
All Filings in WEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,017 | 1,329 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,773 | 2,989 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $62,391 | 7,490 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $91 | 10 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $114 | 10 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $595,296 | 35,100 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||