Callan Family Office’s Wendy's WEN Stock Holding History

Callan Family Office’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	–	Sell	-11,081	Closed	-$77K	–	1257
2026 Q1	$77K	Sell	11,081 -7	-0.1%	-$54	﹤0.01%	1100
2025 Q4	$92.4K	Buy	+11,088	New	+$95.7K	﹤0.01%	1079

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 $3.37T AUM 44.26% 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

Callan Family Office's WEN Position: Q2 2026 in Review

Callan Family Office sold out of Wendy's (WEN) in Q2 2026, closing a stake of 11,081 shares — an estimated $77K sold.

Callan Family Office first reported a position in WEN in Q4 2025 and held it in 2 quarters. The position peaked at $92.4K in Q4 2025. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Callan Family Office reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Callan Family Office sold 11,081 Wendy's shares in Q2 2026, an estimated $77K.
Callan Family Office first reported a position in Wendy's in Q4 2025 and held it in 2 quarters.
Callan Family Office's Wendy's position peaked at $92.4K in Q4 2025.
404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.