Position in WEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,349
-$3,322 QoQ
Shares Held
1,369
-35.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 400 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026UMB Bank, n.a. holds $57,816,671 across 19 Restaurants names. WEN ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
128,168 | $34,645,091 | |
| 2 | CMG |
Chipotle Mexican Grill Inc
|
423,749 | $14,407,466 | |
| 3 | SBUX |
Starbucks Corp
|
69,955 | $7,148,701 | |
| 4 | YUM |
Yum Brands Inc
|
3,747 | $598,995 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,106 | $227,846 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
884 | $170,815 | |
| 7 | CAVA |
Cava Group, Inc.
|
1,705 | $133,808 | |
| 8 | BROS |
Dutch Bros Inc.
|
1,333 | $95,722 |
All Filings in WEN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,349 | 1,369 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,671 | 2,111 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,228 | 1,348 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,157 | 13,336 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $150,355 | 13,166 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $123,988 | 8,475 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $103,162 | 6,329 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $104,997 | 5,993 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $100,793 | 5,943 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $108,330 | 5,750 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $8,279 | 425 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $8,674 | 425 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $9,243 | 425 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $9,256 | 425 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $9,617 | 425 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $7,943 | 425 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $10,251 | 543 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $12,412 | 565 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $13,475 | 565 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||