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Bruce G. Allen Investments’s Wendy's WEN Stock Holding History

Bruce G. Allen Investments’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
Q1 		$452 Sell
65
-35
-35% -$269 ﹤0.01% 987
2025
Q4 		$833 Sell
100
-39
-28% -$337 ﹤0.01% 863
2025
Q3 		$1.27K Buy
139
+125
+893% +$1.28K ﹤0.01% 777
2025
Q2 		$160 Sell
14
-72
-84% -$878 ﹤0.01% 1064
2025
Q1 		$1.26K Buy
86
+64
+291% +$963 ﹤0.01% 767
2024
Q4 		$359 Hold
22
– – ﹤0.01% 1007
2024
Q3 		$385 Buy
+22
New +$375 ﹤0.01% 997

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bruce G. Allen Investments's WEN Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Wendy's (WEN) stake by 35% in Q1 2026, selling an estimated $269 and leaving 65 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Bruce G. Allen Investments first reported a position in WEN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Bruce G. Allen Investments held 65 shares of Wendy's worth $452 as of Q1 2026.
  • Bruce G. Allen Investments sold 35 Wendy's shares in Q1 2026, an estimated $269.
  • Wendy's made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #987 holding.
  • Bruce G. Allen Investments first reported a position in Wendy's in Q3 2024 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's Wendy's position peaked at $1.27K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.