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Creative Financial Designs’s Wendy's WEN Stock Holding History

Creative Financial Designs’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 		$8.1K Buy
977
+244
+33% +$1.74K ﹤0.01% 1573
2026
Q1 		$5.09K Sell
733
-11
-1% -$85 ﹤0.01% 1580
2025
Q4 		$6.2K Buy
744
+118
+19% +$1.02K ﹤0.01% 1462
2025
Q3 		$5.73K Sell
626
-426
-40% -$4.38K ﹤0.01% 1506
2025
Q2 		$12K Buy
1,052
+8
+0.8% +$98 ﹤0.01% 1286
2025
Q1 		$15.3K Buy
1,044
+10
+1% +$150 ﹤0.01% 1167
2024
Q4 		$16.9K Buy
1,034
+8
+0.8% +$146 ﹤0.01% 1090
2024
Q3 		$18K Buy
1,026
+9
+0.9% +$153 ﹤0.01% 1060
2024
Q2 		$17.3K Buy
1,017
+8
+0.8% +$145 ﹤0.01% 1027
2024
Q1 		$19K Buy
1,009
+8
+0.8% +$150 ﹤0.01% 981
2023
Q4 		$19.5K Buy
1,001
+7
+0.7% +$135 ﹤0.01% 922
2023
Q3 		$20.3K Buy
994
+7
+0.7% +$146 ﹤0.01% 848
2023
Q2 		$21.5K Buy
987
+7
+0.7% +$156 ﹤0.01% 833
2023
Q1 		$21.4K Sell
980
-624
-39% -$13.7K ﹤0.01% 796
2022
Q4 		$36.3K Buy
1,604
+7
+0.4% +$149 0.01% 629
2022
Q3 		$30K Buy
1,597
+7
+0.4% +$141 ﹤0.01% 647
2022
Q2 		$30K Buy
1,590
+8
+0.5% +$152 ﹤0.01% 647
2022
Q1 		$35K Buy
1,582
+7
+0.4% +$158 0.01% 634
2021
Q4 		$38K Buy
1,575
+6
+0.4% +$133 0.01% 625
2021
Q3 		$34K Buy
1,569
+6
+0.4% +$137 0.01% 712
2021
Q2 		$37K Buy
1,563
+5
+0.3% +$115 0.01% 688
2021
Q1 		$32K Buy
1,558
+5
+0.3% +$104 0.01% 670
2020
Q4 		$34K Buy
1,553
+3
+0.2% +$68 0.01% 600
2020
Q3 		$35K Buy
1,550
+3
+0.2% +$66 0.01% 542
2020
Q2 		$34K Buy
1,547
+429
+38% +$8.53K 0.01% 489
2020
Q1 		$17K Buy
1,118
+9
+0.8% +$177 0.01% 309
2019
Q4 		$25K Buy
+1,109
New +$23.5K 0.01% 308
2017
Q1 		– Sell
-86
Closed -$1K – 865
2016
Q4 		$1K Buy
+86
New +$1.04K ﹤0.01% 693

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

Creative Financial Designs's WEN Position: Q2 2026 in Review

Creative Financial Designs increased its Wendy's (WEN) stake by 33% in Q2 2026, buying an estimated $1.74K and bringing the position to 977 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Creative Financial Designs first reported a position in WEN in Q4 2016 and has held it in 28 quarters since. The position peaked at $38K in Q4 2021. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Creative Financial Designs held 977 shares of Wendy's worth $8.1K as of Q2 2026.
  • Creative Financial Designs bought 244 Wendy's shares in Q2 2026, an estimated $1.74K.
  • Wendy's made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1573 holding.
  • Creative Financial Designs first reported a position in Wendy's in Q4 2016 and has held it in 28 quarters since.
  • Creative Financial Designs's Wendy's position peaked at $38K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.