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 -$958K – 4319
2022
Q3
$958K 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: Q2 2026 in Review

Bank of Montreal increased its Wendy's (WEN) stake by 8.6% in Q2 2026, buying an estimated $96.3K and bringing the position to 169,897 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Bank of Montreal first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.8M in Q2 2015. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Bank of Montreal held 169,897 shares of Wendy's worth $1.41M as of Q2 2026.
  • Bank of Montreal bought 13,479 Wendy's shares in Q2 2026, an estimated $96.3K.
  • Wendy's made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1913 holding.
  • Bank of Montreal first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Wendy's position peaked at $14.8M in Q2 2015.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.