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Beacon Investment Advisory Services’s Wendy's WEN Stock Holding History

Beacon Investment Advisory Services’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 		$220 Buy
27
+1
+4% +$7 ﹤0.01% 796
2026
Q1 		$181 Buy
+26
New +$200 ﹤0.01% 769

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Beacon Investment Advisory Services's WEN Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Wendy's (WEN) stake by 3.8% in Q2 2026, buying an estimated $7 and bringing the position to 27 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Beacon Investment Advisory Services first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Beacon Investment Advisory Services held 27 shares of Wendy's worth $220 as of Q2 2026.
  • Beacon Investment Advisory Services bought 1 Wendy's share in Q2 2026, an estimated $7.
  • Wendy's made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #796 holding.
  • Beacon Investment Advisory Services first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.