Cedar Mountain Advisors
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Cedar Mountain Advisors’s Wendy's WEN Stock Holding History

Cedar Mountain Advisors’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
Q3 		$166 Sell
26
-67
-72% -$517 ﹤0.01% 1121
2026
Q2 		$771 Buy
+93
New +$665 ﹤0.01% 985

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Louisiana State Employees Retirement System
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AB
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Amalgamated Bank
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Probity Advisors
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Evergreen Capital Management
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Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Cedar Mountain Advisors's WEN Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Wendy's (WEN) stake by 72% in Q3 2026, selling an estimated $517 and leaving 26 shares worth $166. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Cedar Mountain Advisors first reported a position in WEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $771 in Q2 2026. 72 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Cedar Mountain Advisors held 26 shares of Wendy's worth $166 as of Q3 2026.
  • Cedar Mountain Advisors sold 67 Wendy's shares in Q3 2026, an estimated $517.
  • Wendy's made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1121 holding.
  • Cedar Mountain Advisors first reported a position in Wendy's in Q2 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Wendy's position peaked at $771 in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.