Bartlett & Co Wealth Management’s Wendy's WEN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26K	Buy	3,131 +24	+0.8%	+$172	﹤0.01%	848
2026 Q1	$20.3K	Hold	3,107	–	–	﹤0.01%	820
2025 Q4	$25.9K	Hold	3,107	–	–	﹤0.01%	775
2025 Q3	$28.5K	Hold	3,107	–	–	﹤0.01%	764
2025 Q2	$35.5K	Hold	3,107	–	–	﹤0.01%	717
2025 Q1	$45.5K	Hold	3,107	–	–	﹤0.01%	666
2024 Q4	$50.6K	Buy	3,107 +985	+46%	+$18K	﹤0.01%	651
2024 Q3	$37.2K	Hold	2,122	–	–	﹤0.01%	712
2024 Q2	$36K	Hold	2,122	–	–	﹤0.01%	718
2024 Q1	$40K	Hold	2,122	–	–	﹤0.01%	698
2023 Q4	$41.4K	Hold	2,122	–	–	﹤0.01%	742
2023 Q3	$43.3K	Buy	2,122 +422	+25%	+$8.81K	﹤0.01%	686
2023 Q2	$37K	Hold	1,700	–	–	﹤0.01%	713
2023 Q1	$37K	Hold	1,700	–	–	﹤0.01%	610
2022 Q4	$38.5K	Hold	1,700	–	–	﹤0.01%	615
2022 Q3	$31.8K	Hold	1,700	–	–	﹤0.01%	638
2022 Q2	$32.1K	Hold	1,700	–	–	﹤0.01%	656
2022 Q1	$37.3K	Buy	+1,700	New	+$38.3K	﹤0.01%	634

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's WEN Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Wendy's (WEN) stake by 0.77% in Q2 2026, buying an estimated $172 and bringing the position to 3,131 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Bartlett & Co Wealth Management first reported a position in WEN in Q1 2022 and has held it in 18 quarters since. The position peaked at $50.6K in Q4 2024. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Bartlett & Co Wealth Management held 3,131 shares of Wendy's worth $26K as of Q2 2026.
Bartlett & Co Wealth Management bought 24 Wendy's shares in Q2 2026, an estimated $172.
Wendy's made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #848 holding.
Bartlett & Co Wealth Management first reported a position in Wendy's in Q1 2022 and has held it in 18 quarters since.
Bartlett & Co Wealth Management's Wendy's position peaked at $50.6K in Q4 2024.
404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.