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Cornerstone Financial Management’s Wendy's WEN Stock Holding History

Cornerstone Financial Management’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 		$613 Buy
+74
New +$529 ﹤0.01% 1267

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Vanguard Capital Management
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State Street
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
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Cornerstone Financial Management's WEN Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Wendy's (WEN) in Q2 2026: 74 shares worth $613. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings.

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

  • Cornerstone Financial Management held 74 shares of Wendy's worth $613 as of Q2 2026.
  • Wendy's was a new Cornerstone Financial Management position in Q2 2026.
  • Wendy's made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1267 holding.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.