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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
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 $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

Callan Family Office's WEN Position: Q1 2026 in Review

Callan Family Office reduced its Wendy's (WEN) stake by 0.06% in Q1 2026, selling an estimated $54 and leaving 11,081 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Callan Family Office first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $92.4K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Callan Family Office held 11,081 shares of Wendy's worth $77K as of Q1 2026.
  • Callan Family Office sold 7 Wendy's shares in Q1 2026, an estimated $54.
  • Wendy's made up ﹤0.01% of Callan Family Office's portfolio in Q1 2026, its #1100 holding.
  • Callan Family Office first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Wendy's position peaked at $92.4K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.