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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
Q2 		$82.9K Hold
10,000
– – 0.03% 124
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherokee Insurance's WEN Position: Q2 2026 in Review

Cherokee Insurance held its Wendy's (WEN) position steady in Q2 2026 at 10,000 shares worth $82.9K. The position accounts for 0.03% of the portfolio, ranked #124.

Cherokee Insurance first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $91.6K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Cherokee Insurance held 10,000 shares of Wendy's worth $82.9K as of Q2 2026.
  • Cherokee Insurance left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up 0.03% of Cherokee Insurance's portfolio in Q2 2026, its #124 holding.
  • Cherokee Insurance first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • Cherokee Insurance's Wendy's position peaked at $91.6K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.