Position in WEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,122,425
-$19,635,396 QoQ
Shares Held
3,995,468
-47.4% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 400 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. WEN ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,027,364 | $4,062,046,753 | |
| 2 | SBUX |
Starbucks Corp
|
19,928,895 | $2,036,533,771 | |
| 3 | YUM |
Yum Brands Inc
|
4,397,381 | $702,965,319 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
19,771,645 | $672,235,930 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,880,762 | $387,455,772 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
4,844,426 | $351,269,326 | |
| 7 | DPZ |
Dominos Pizza Inc
|
960,302 | $284,287,795 | |
| 8 | CAVA |
Cava Group, Inc.
|
2,127,156 | $166,939,197 |
All Filings in WEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,122,425 | 3,995,468 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $52,757,821 | 7,591,054 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $54,553,716 | 6,549,066 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $56,711,864 | 6,191,252 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $49,146,045 | 4,303,507 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $43,177,821 | 2,951,321 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $44,100,853 | 2,705,574 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $37,401,972 | 2,134,816 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $40,419,693 | 2,383,237 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $32,891,129 | 1,745,814 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $33,869,519 | 1,738,682 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $28,225,146 | 1,382,908 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $22,580,214 | 1,038,171 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,597,684 | 762,061 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,557,823 | 731,676 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,570,815 | 672,596 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,414,203 | 604,566 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $10,544,277 | 479,940 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $8,887,056 | 372,623 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,647,296 | 537,237 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,648,598 | 625,474 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,446,463 | 1,058,562 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,569,988 | 527,828 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,386,918 | 331,252 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,368,759 | 338,327 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,069,315 | 340,680 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||