Commonwealth Equity Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $627K | Buy |
90,191
+6,809
| +8% | +$52.4K | ﹤0.01% | 3013 |
|
|
2025
Q4 | $695K | Buy |
83,382
+26,432
| +46% | +$228K | ﹤0.01% | 2888 |
|
|
2025
Q3 | $522K | Sell |
56,950
-7,146
| -11% | -$73.4K | ﹤0.01% | 3140 |
|
|
2025
Q2 | $732K | Sell |
64,096
-18,797
| -23% | -$229K | ﹤0.01% | 2834 |
|
|
2025
Q1 | $1.21M | Buy |
82,893
+10,334
| +14% | +$155K | ﹤0.01% | 2318 |
|
|
2024
Q4 | $1.18M | Sell |
72,559
-5,521
| -7% | -$101K | ﹤0.01% | 2270 |
|
|
2024
Q3 | $1.37M | Sell |
78,080
-17,874
| -19% | -$304K | ﹤0.01% | 2086 |
|
|
2024
Q2 | $1.63M | Buy |
95,954
+45
| +0% | +$818 | ﹤0.01% | 1932 |
|
|
2024
Q1 | $1.81M | Buy |
95,909
+11,231
| +13% | +$211K | ﹤0.01% | 1850 |
|
|
2023
Q4 | $1.65M | Sell |
84,678
-2,291
| -3% | -$44.1K | ﹤0.01% | 1820 |
|
|
2023
Q3 | $1.77M | Buy |
86,969
+1,723
| +2% | +$36K | ﹤0.01% | 1686 |
|
|
2023
Q2 | $1.85M | Buy |
85,246
+4,710
| +6% | +$105K | ﹤0.01% | 1673 |
|
|
2023
Q1 | $1.75K | Buy |
80,536
+763
| +1% | +$16.8K | ﹤0.01% | 1649 |
|
|
2022
Q4 | $1.8M | Sell |
79,773
-2,754
| -3% | -$58.8K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $1.54M | Sell |
82,527
-30,716
| -27% | -$618K | ﹤0.01% | 1601 |
|
|
2022
Q2 | $2.14M | Buy |
113,243
+29,753
| +36% | +$564K | 0.01% | 1400 |
|
|
2022
Q1 | $1.83M | Buy |
83,490
+3,429
| +4% | +$77.3K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $1.91M | Buy |
80,061
+664
| +0.8% | +$14.8K | ﹤0.01% | 1523 |
|
|
2021
Q3 | $1.72M | Buy |
79,397
+9,774
| +14% | +$223K | ﹤0.01% | 1529 |
|
|
2021
Q2 | $1.63M | Buy |
69,623
+13,115
| +23% | +$301K | ﹤0.01% | 1571 |
|
|
2021
Q1 | $1.14M | Sell |
56,508
-5,312
| -9% | -$110K | ﹤0.01% | 1706 |
|
|
2020
Q4 | $1.35M | Buy |
61,820
+1,723
| +3% | +$39.2K | ﹤0.01% | 1462 |
|
|
2020
Q3 | $1.34M | Buy |
60,097
+6,616
| +12% | +$146K | ﹤0.01% | 1322 |
|
|
2020
Q2 | $1.16M | Buy |
53,481
+21
| +0% | +$417 | ﹤0.01% | 1331 |
|
|
2020
Q1 | $795K | Sell |
53,460
-1,700
| -3% | -$33.4K | ﹤0.01% | 1390 |
|
|
2019
Q4 | $1.23M | Buy |
55,160
+7,548
| +16% | +$160K | ﹤0.01% | 1301 |
|
|
2019
Q3 | $951K | Buy |
47,612
+1,779
| +4% | +$35.5K | ﹤0.01% | 1392 |
|
|
2019
Q2 | $897K | Buy |
45,833
+1,793
| +4% | +$33.8K | ﹤0.01% | 1413 |
|
|
2019
Q1 | $787K | Sell |
44,040
-1,239
| -3% | -$21.1K | ﹤0.01% | 1461 |
|
|
2018
Q4 | $706K | Sell |
45,279
-113
| -0.2% | -$1.93K | ﹤0.01% | 1412 |
|
|
2018
Q3 | $778K | Buy |
45,392
+5,582
| +14% | +$97.5K | ﹤0.01% | 1473 |
|
|
2018
Q2 | $684K | Sell |
39,810
-4,091
| -9% | -$69.6K | ﹤0.01% | 1529 |
|
|
2018
Q1 | $770K | Sell |
43,901
-8,127
| -16% | -$135K | ﹤0.01% | 1399 |
|
|
2017
Q4 | $854K | Sell |
52,028
-10,761
| -17% | -$163K | ﹤0.01% | 1327 |
|
|
2017
Q3 | $975K | Buy |
62,789
+5,902
| +10% | +$90.4K | 0.01% | 1196 |
|
|
2017
Q2 | $882K | Sell |
56,887
-2,704
| -5% | -$41K | 0.01% | 1210 |
|
|
2017
Q1 | $811K | Buy |
59,591
+3,052
| +5% | +$41.6K | 0.01% | 1229 |
|
|
2016
Q4 | $764K | Buy |
56,539
+2,992
| +6% | +$36.1K | 0.01% | 1166 |
|
|
2016
Q3 | $578K | Buy |
53,547
+541
| +1% | +$5.45K | ﹤0.01% | 1284 |
|
|
2016
Q2 | $510K | Buy |
53,006
+278
| +0.5% | +$2.92K | ﹤0.01% | 1345 |
|
|
2016
Q1 | $574K | Sell |
52,728
-966
| -2% | -$9.57K | 0.01% | 1247 |
|
|
2015
Q4 | $578K | Buy |
53,694
+895
| +2% | +$8.82K | 0.01% | 1202 |
|
|
2015
Q3 | $457K | Buy |
52,799
+843
| +2% | +$8.17K | ﹤0.01% | 1293 |
|
|
2015
Q2 | $586K | Sell |
51,956
-14,466
| -22% | -$159K | 0.01% | 1246 |
|
|
2015
Q1 | $724K | Sell |
66,422
-1,378
| -2% | -$14.7K | 0.01% | 1127 |
|
|
2014
Q4 | $612K | Buy |
67,800
+16,298
| +32% | +$138K | 0.01% | 1156 |
|
|
2014
Q3 | $425K | Buy |
51,502
+1,003
| +2% | +$8.22K | 0.01% | 1350 |
|
|
2014
Q2 | $431K | Sell |
50,499
-11,953
| -19% | -$101K | 0.01% | 1327 |
|
|
2014
Q1 | $570K | Buy |
62,452
+11,999
| +24% | +$110K | 0.01% | 1094 |
|
|
2013
Q4 | $440K | Buy |
50,453
+5,625
| +13% | +$48.3K | 0.01% | 1213 |
|
|
2013
Q3 | $380K | Buy |
44,828
+4,849
| +12% | +$36.4K | 0.01% | 1227 |
|
|
2013
Q2 | $233K | Buy |
+39,979
| New | +$232K | ﹤0.01% | 1478 |
|
Other funds holding WEN
TFM
VPM
VCM
Commonwealth Equity Services's WEN Position: Q1 2026 in Review
Commonwealth Equity Services increased its Wendy's (WEN) stake by 8.2% in Q1 2026, buying an estimated $52.4K and bringing the position to 90,191 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.
Commonwealth Equity Services first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.14M in Q2 2022. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.
- Commonwealth Equity Services held 90,191 shares of Wendy's worth $627K as of Q1 2026.
- Commonwealth Equity Services bought 6,809 Wendy's shares in Q1 2026, an estimated $52.4K.
- Wendy's made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3013 holding.
- Commonwealth Equity Services first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Wendy's position peaked at $2.14M in Q2 2022.
- 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.