Position in WEN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,947
+$3,881 QoQ
Shares Held
568
+7000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026NBT BANK N A /NY holds $18,342,284 across 8 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
60,954 | $16,476,475 | |
| 2 | SBUX |
Starbucks Corp
|
10,709 | $1,094,351 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
11,152 | $379,168 | |
| 4 | YUM |
Yum Brands Inc
|
2,187 | $349,612 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
443 | $18,105 | |
| 6 | DRI |
Darden Restaurants Inc
|
73 | $15,038 | |
| 7 | BROS |
Dutch Bros Inc.
|
100 | $7,181 | |
| 8 | CAVA |
Cava Group, Inc.
|
30 | $2,354 |
All Filings in WEN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,947 | 568 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $66 | 8 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $82 | 9 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $4,042 | 354 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $5,105 | 349 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $5,607 | 344 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $5,939 | 339 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,664 | 334 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $6,198 | 329 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $6,331 | 325 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||