Cornerstone Planning Group
WEN icon

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
Q3 		– Sell
-135
Closed -$997 – 1706
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% -$2.66K ﹤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 		$7.98K Buy
409
+5
+1% +$96 ﹤0.01% 469
2023
Q3 		$8.25K Hold
404
– – ﹤0.01% 465
2023
Q2 		$8.8K Buy
+404
New +$9K ﹤0.01% 714
2022
Q4 		$12.9K Buy
+582
New +$12.4K 0.01% 566

Other funds holding WEN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cornerstone Planning Group's WEN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Wendy's (WEN) in Q3 2026, closing a stake of 135 shares — an estimated $997 sold.

Cornerstone Planning Group first reported a position in WEN in Q4 2022 and held it in 13 quarters. The position peaked at $28K in Q3 2025. 193 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Wendy's position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 135 Wendy's shares in Q3 2026, an estimated $997.
  • Cornerstone Planning Group first reported a position in Wendy's in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Wendy's position peaked at $28K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.