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 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 $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Planning Group's WEN Position: Q1 2026 in Review

Cornerstone Planning Group increased its Wendy's (WEN) stake by 179% in Q1 2026, buying an estimated $662 and bringing the position to 134 shares worth $884. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Cornerstone Planning Group first reported a position in WEN in Q4 2022 and has held it in 12 quarters since. The position peaked at $28K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Cornerstone Planning Group held 134 shares of Wendy's worth $884 as of Q1 2026.
Cornerstone Planning Group bought 86 Wendy's shares in Q1 2026, an estimated $662.
Wendy's made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1502 holding.
Cornerstone Planning Group first reported a position in Wendy's in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's Wendy's position peaked at $28K in Q3 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.