LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in WEN — Wendy's Co
CIK 932974
BOSTON, MA
Position in WEN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,142
+$2,286 QoQ
Shares Held
1,706
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 400 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $109,689,368 across 6 Restaurants names. WEN ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
788,650 | $80,592,143 | |
| 2 | MCD |
Mcdonalds Corp
|
104,968 | $28,373,899 | |
| 3 | YUM |
Yum Brands Inc
|
2,139 | $341,940 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
9,880 | $335,920 | |
| 5 | QSR |
Restaurant Brands International Inc.
|
432 | $31,324 | |
| 6 | WEN |
Wendy's Co
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|
1,706 | $14,142 |
All Filings in WEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,142 | 1,706 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,856 | 1,706 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,210 | 1,706 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||