Evergreen Capital Management’s Wendy's WEN Stock Holding History

Evergreen Capital Management’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	$432K	Sell	52,155 -9,417	-15%	-$67.3K	0.01%	991
2026 Q1	$428K	Buy	61,572 +8,840	+17%	+$68K	0.01%	889
2025 Q4	$439K	Buy	52,732 +13,513	+34%	+$117K	0.01%	820
2025 Q3	$359K	Buy	+39,219	New	+$403K	0.01%	848
2025 Q2	–	Sell	-18,010	Closed	-$263K	–	1265
2025 Q1	$263K	Buy	18,010 +7,241	+67%	+$109K	0.01%	828
2024 Q4	$176K	Buy	+10,769	New	+$197K	0.01%	1015

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

Evergreen Capital Management's WEN Position: Q2 2026 in Review

Evergreen Capital Management reduced its Wendy's (WEN) stake by 15% in Q2 2026, selling an estimated $67.3K and leaving 52,155 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #991.

Evergreen Capital Management first reported a position in WEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $439K in Q4 2025. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Evergreen Capital Management held 52,155 shares of Wendy's worth $432K as of Q2 2026.
Evergreen Capital Management sold 9,417 Wendy's shares in Q2 2026, an estimated $67.3K.
Wendy's made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #991 holding.
Evergreen Capital Management first reported a position in Wendy's in Q4 2024 and has held it in 6 quarters since.
Evergreen Capital Management's Wendy's position peaked at $439K in Q4 2025.
404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.