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Cherokee Insurance’s Wendy's WEN Stock Holding History

Cherokee Insurance’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 		$69.5K Hold
10,000
– – 0.03% 120
2025
Q4 		$83.3K Hold
10,000
– – 0.03% 119
2025
Q3 		$91.6K Buy
+10,000
New +$103K 0.04% 118

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

Cherokee Insurance's WEN Position: Q1 2026 in Review

Cherokee Insurance held its Wendy's (WEN) position steady in Q1 2026 at 10,000 shares worth $69.5K. The position accounts for 0.03% of the portfolio, ranked #120.

Cherokee Insurance first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $91.6K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Cherokee Insurance held 10,000 shares of Wendy's worth $69.5K as of Q1 2026.
  • Cherokee Insurance left its Wendy's share count unchanged in Q1 2026.
  • Wendy's made up 0.03% of Cherokee Insurance's portfolio in Q1 2026, its #120 holding.
  • Cherokee Insurance first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • Cherokee Insurance's Wendy's position peaked at $91.6K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Cherokee Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.