Bank of Montreal’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-47,600
Closed -$958 4319
2022
Q3
$958 Buy
+47,600
New +$958K ﹤0.01% 2207
2015
Q3
Sell
-1,250,000
Closed -$14.1M 4176
2015
Q2
$14.1M Buy
+1,250,000
New +$13.8M 0.02% 655

Other funds holding WEN

Bank of Montreal's WEN Position: Q1 2026 in Review

Bank of Montreal increased its Wendy's (WEN) stake by 26% in Q1 2026, buying an estimated $250K and bringing the position to 156,418 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Bank of Montreal first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.8M in Q2 2015. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Bank of Montreal held 156,418 shares of Wendy's worth $1.09M as of Q1 2026.
  • Bank of Montreal bought 32,499 Wendy's shares in Q1 2026, an estimated $250K.
  • Wendy's made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1998 holding.
  • Bank of Montreal first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Wendy's position peaked at $14.8M in Q2 2015.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.