Cornerstone Planning Group’s Wendy's WEN Stock Holding History

Cornerstone Planning Group’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	$997	Buy	135 +1	+0.7%	+$7	﹤0.01%	1505
2026 Q1	$884	Buy	134 +86	+179%	+$662	﹤0.01%	1502
2025 Q4	$379	Sell	48 -63	-57%	-$544	﹤0.01%	1569
2025 Q3	$28K	Buy	+111	New	+$1.14K	﹤0.01%	481
2025 Q2	–	Sell	-40	Closed	-$506	–	1699
2025 Q1	$506	Buy	40 +1	+3%	+$15	﹤0.01%	1305
2024 Q4	$568	Sell	39 -146	-79%	-$2.67K	﹤0.01%	1101
2024 Q3	$3.76K	Sell	185 -237	-56%	-$4.04K	﹤0.01%	637
2024 Q2	$7.04K	Buy	422 +7	+2%	+$127	﹤0.01%	507
2024 Q1	$8.28K	Buy	415 +6	+1%	+$113	﹤0.01%	441
2023 Q4	$7.97K	Buy	409 +5	+1%	+$96	﹤0.01%	469
2023 Q3	$8.25K	Hold	404	–	–	﹤0.01%	465
2023 Q2	$8.79K	Buy	+404	New	+$9K	﹤0.01%	714
2022 Q4	$12.9K	Buy	+582	New	+$12.4K	0.01%	566

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Planning Group's WEN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Wendy's (WEN) stake by 0.75% in Q2 2026, buying an estimated $7 and bringing the position to 135 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Cornerstone Planning Group first reported a position in WEN in Q4 2022 and has held it in 13 quarters since. The position peaked at $28K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Cornerstone Planning Group held 135 shares of Wendy's worth $997 as of Q2 2026.
Cornerstone Planning Group bought 1 Wendy's share in Q2 2026, an estimated $7.
Wendy's made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1505 holding.
Cornerstone Planning Group first reported a position in Wendy's in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Wendy's position peaked at $28K in Q3 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.