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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
Q2 		$1.19K Buy
144
+79
+122% +$565 ﹤0.01% 788
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

Trian Fund Management
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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WEN Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Wendy's (WEN) stake by 122% in Q2 2026, buying an estimated $565 and bringing the position to 144 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Bruce G. Allen Investments first reported a position in WEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Bruce G. Allen Investments held 144 shares of Wendy's worth $1.19K as of Q2 2026.
  • Bruce G. Allen Investments bought 79 Wendy's shares in Q2 2026, an estimated $565.
  • Wendy's made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #788 holding.
  • Bruce G. Allen Investments first reported a position in Wendy's in Q3 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Wendy's position peaked at $1.27K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.