Bull Harbor Capital’s Wendy's WEN Stock Holding History

Bull Harbor Capital’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	$91.8K	Buy	11,069 +282	+3%	+$2.02K	0.02%	538
2026 Q1	$75K	Buy	+10,787	New	+$83K	0.02%	449

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 $3.38T AUM 44.17% 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

Bull Harbor Capital's WEN Position: Q2 2026 in Review

Bull Harbor Capital increased its Wendy's (WEN) stake by 2.6% in Q2 2026, buying an estimated $2.02K and bringing the position to 11,069 shares worth $91.8K. The position accounts for 0.02% of the portfolio, ranked #538.

Bull Harbor Capital first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Bull Harbor Capital held 11,069 shares of Wendy's worth $91.8K as of Q2 2026.
Bull Harbor Capital bought 282 Wendy's shares in Q2 2026, an estimated $2.02K.
Wendy's made up 0.02% of Bull Harbor Capital's portfolio in Q2 2026, its #538 holding.
Bull Harbor Capital first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.