Bessemer Group
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Bessemer Group’s Wendy's WEN Stock Holding History

Bessemer Group’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 		$3.15M Buy
380,304
+750
+0.2% +$5.36K ﹤0.01% 748
2026
Q1 		$2.64M Hold
379,554
– – ﹤0.01% 736
2025
Q4 		$3.16M Buy
379,554
+377,714
+20,528% +$3.26M ﹤0.01% 644
2025
Q3 		$17K Buy
+1,840
New +$18.9K ﹤0.01% 1767
2025
Q2 		– Sell
-175
Closed -$3K – 2656
2025
Q1 		$3K Sell
175
-600
-77% -$9.02K ﹤0.01% 2190
2024
Q4 		$13K Buy
775
+250
+48% +$4.56K ﹤0.01% 1670
2024
Q3 		$9K Buy
525
+287
+121% +$4.89K ﹤0.01% 1724
2024
Q2 		$4K Sell
238
-1,634
-87% -$29.7K ﹤0.01% 1795
2024
Q1 		$35K Buy
1,872
+1,551
+483% +$29.1K ﹤0.01% 1359
2023
Q4 		$7K Buy
321
+130
+68% +$2.5K ﹤0.01% 1690
2023
Q3 		$4K Sell
191
-145
-43% -$3.03K ﹤0.01% 1816
2023
Q2 		$7K Buy
336
+146
+77% +$3.25K ﹤0.01% 1743
2023
Q1 		$4K Buy
+190
New +$4.17K ﹤0.01% 1722
2022
Q3 		– Sell
-183
Closed -$3K – 2180
2022
Q2 		$3K Hold
183
– – ﹤0.01% 1708
2022
Q1 		$4K Sell
183
-9
-5% -$203 ﹤0.01% 1636
2021
Q4 		$5K Buy
+192
New +$4.27K ﹤0.01% 1601
2020
Q4 		– Sell
-133
Closed -$3K – 1556
2020
Q3 		$3K Buy
+133
New +$2.93K ﹤0.01% 1259
2020
Q1 		– Sell
-46
Closed -$1K – 1734
2019
Q4 		$1K Hold
46
– – ﹤0.01% 1607
2019
Q3 		$1K Buy
+46
New +$917 ﹤0.01% 1691
2019
Q1 		– Sell
-475
Closed -$7K – 1994
2018
Q4 		$7K Buy
+475
New +$8.1K ﹤0.01% 1722
2015
Q4 		– Sell
-338
Closed -$3K – 1736
2015
Q3 		$3K Buy
+338
New +$3.28K ﹤0.01% 1428

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bessemer Group's WEN Position: Q2 2026 in Review

Bessemer Group increased its Wendy's (WEN) stake by 0.2% in Q2 2026, buying an estimated $5.36K and bringing the position to 380,304 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Bessemer Group first reported a position in WEN in Q3 2015 and has held it in 21 quarters since. The position peaked at $3.16M in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Bessemer Group held 380,304 shares of Wendy's worth $3.15M as of Q2 2026.
  • Bessemer Group bought 750 Wendy's shares in Q2 2026, an estimated $5.36K.
  • Wendy's made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #748 holding.
  • Bessemer Group first reported a position in Wendy's in Q3 2015 and has held it in 21 quarters since.
  • Bessemer Group's Wendy's position peaked at $3.16M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.