CRI
WEN icon

Commonwealth Retirement Investments’s Wendy's WEN Stock Holding History

Commonwealth Retirement Investments’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 		$2.71K Buy
+327
New +$2.34K ﹤0.01% 373
2026
Q1 		– Sell
-327
Closed -$2.72K – 409
2025
Q4 		$2.72K Buy
+327
New +$2.82K ﹤0.01% 385

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's WEN Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Wendy's (WEN) in Q2 2026: 327 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in WEN as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.72K in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Commonwealth Retirement Investments held 327 shares of Wendy's worth $2.71K as of Q2 2026.
  • Wendy's was a new Commonwealth Retirement Investments position in Q2 2026.
  • Wendy's made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #373 holding.
  • Commonwealth Retirement Investments first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Wendy's position peaked at $2.72K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.