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Concurrent Investment Advisors’s Wendy's WEN Stock Holding History

Concurrent Investment 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
Q2 		$69.3K Buy
+8,361
New +$59.8K ﹤0.01% 2056
2025
Q4 		– Sell
-119,756
Closed -$1.1M – 1856
2025
Q3 		$1.1M Buy
119,756
+22,840
+24% +$235K 0.02% 627
2025
Q2 		$1.11M Buy
96,916
+69,676
+256% +$850K 0.02% 570
2025
Q1 		$399K Buy
+27,240
New +$410K 0.01% 814
2024
Q4 		– Sell
-105,952
Closed -$1.86M – 1218
2024
Q3 		$1.86M Buy
105,952
+8,876
+9% +$151K 0.05% 334
2024
Q2 		$1.65M Buy
+97,076
New +$1.76M 0.05% 324

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

Concurrent Investment Advisors's WEN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Wendy's (WEN) in Q2 2026: 8,361 shares worth $69.3K. The stake represents ﹤0.01% of the portfolio and ranks #2056 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in WEN as recently as Q3 2025.

Concurrent Investment Advisors first reported a position in WEN in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q3 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Concurrent Investment Advisors held 8,361 shares of Wendy's worth $69.3K as of Q2 2026.
  • Wendy's was a new Concurrent Investment Advisors position in Q2 2026.
  • Wendy's made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2056 holding.
  • Concurrent Investment Advisors first reported a position in Wendy's in Q2 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Wendy's position peaked at $1.86M in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.