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Cullen Investment Group’s Wendy's WEN Stock Holding History

Cullen Investment 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 		– Sell
-16,883
Closed -$117K – 187
2026
Q1 		$117K Sell
16,883
-5,917
-26% -$45.5K 0.02% 179
2025
Q4 		$197K Sell
22,800
-11,399
-33% -$98.4K 0.03% 176
2025
Q3 		$327K Sell
34,199
-1,313
-4% -$13.5K 0.04% 154
2025
Q2 		$406K Sell
35,512
-2,546
-7% -$31.1K 0.06% 144
2025
Q1 		$557K Sell
38,058
-4,810
-11% -$72.3K 0.08% 135
2024
Q4 		$699K Sell
42,868
-895
-2% -$16.3K 0.1% 123
2024
Q3 		$767K Sell
43,763
-1,731
-4% -$29.5K 0.11% 120
2024
Q2 		$772K Buy
45,494
+329
+0.7% +$5.98K 0.12% 115
2024
Q1 		$836K Buy
45,165
+323
+0.7% +$6.07K 0.13% 116
2023
Q4 		$874K Buy
+44,842
New +$863K 0.15% 107

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Cullen Investment Group's WEN Position: Q2 2026 in Review

Cullen Investment Group sold out of Wendy's (WEN) in Q2 2026, closing a stake of 16,883 shares — an estimated $117K sold.

Cullen Investment Group first reported a position in WEN in Q4 2023 and held it in 10 quarters. The position peaked at $874K in Q4 2023. 60 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Cullen Investment Group reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Cullen Investment Group sold 16,883 Wendy's shares in Q2 2026, an estimated $117K.
  • Cullen Investment Group first reported a position in Wendy's in Q4 2023 and held it in 10 quarters.
  • Cullen Investment Group's Wendy's position peaked at $874K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.