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Cooper/Haims Advisors’s Wendy's WEN Stock Holding History

Cooper/Haims 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 		$124K Buy
+15,000
New +$107K 0.05% 112

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

Cooper/Haims Advisors's WEN Position: Q2 2026 in Review

Cooper/Haims Advisors opened a new position in Wendy's (WEN) in Q2 2026: 15,000 shares worth $124K. The stake represents 0.05% of the portfolio and ranks #112 among its holdings.

403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Cooper/Haims Advisors held 15,000 shares of Wendy's worth $124K as of Q2 2026.
  • Wendy's was a new Cooper/Haims Advisors position in Q2 2026.
  • Wendy's made up 0.05% of Cooper/Haims Advisors's portfolio in Q2 2026, its #112 holding.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.