Farmers & Merchants Investments Inc’s Wendy's WEN Stock Holding History

Farmers & Merchants Investments Inc’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	$9.43K	Hold	1,137	–	–	﹤0.01%	807
2026 Q1	$7.9K	Hold	1,137	–	–	﹤0.01%	839
2025 Q4	$9.47K	Sell	1,137 -75	-6%	-$647	﹤0.01%	766
2025 Q3	$11.1K	Buy	1,212 +8	+0.7%	+$82	﹤0.01%	721
2025 Q2	$13.8K	Hold	1,204	–	–	﹤0.01%	643
2025 Q1	$17.6K	Buy	1,204 +67	+6%	+$1.01K	﹤0.01%	573
2024 Q4	$18.5K	Hold	1,137	–	–	﹤0.01%	580
2024 Q3	$19.9K	Hold	1,137	–	–	﹤0.01%	574
2024 Q2	$19.3K	Hold	1,137	–	–	﹤0.01%	572
2024 Q1	$21.4K	Hold	1,137	–	–	﹤0.01%	517
2023 Q4	$22.1K	Hold	1,137	–	–	﹤0.01%	491
2023 Q3	$23.2K	Sell	1,137 -5	-0.4%	-$104	﹤0.01%	484
2023 Q2	$24.8K	Hold	1,142	–	–	﹤0.01%	476
2023 Q1	$24.9K	Hold	1,142	–	–	﹤0.01%	483
2022 Q4	$25.8K	Hold	1,142	–	–	﹤0.01%	491
2022 Q3	$21K	Buy	1,142 +80	+8%	+$1.61K	﹤0.01%	519
2022 Q2	$20K	Hold	1,062	–	–	﹤0.01%	553
2022 Q1	$23K	Hold	1,062	–	–	﹤0.01%	559
2021 Q4	$25K	Sell	1,062 -14	-1%	-$311	﹤0.01%	551
2021 Q3	$23K	Buy	1,076 +14	+1%	+$319	﹤0.01%	530
2021 Q2	$25K	Hold	1,062	–	–	﹤0.01%	453
2021 Q1	$22K	Hold	1,062	–	–	﹤0.01%	448
2020 Q4	$23K	Hold	1,062	–	–	﹤0.01%	438
2020 Q3	$24K	Hold	1,062	–	–	﹤0.01%	415
2020 Q2	$23K	Hold	1,062	–	–	﹤0.01%	409
2020 Q1	$16K	Hold	1,062	–	–	﹤0.01%	434
2019 Q4	$24K	Hold	1,062	–	–	﹤0.01%	411
2019 Q3	$21K	Hold	1,062	–	–	﹤0.01%	435
2019 Q2	$21K	Hold	1,062	–	–	﹤0.01%	425
2019 Q1	$19K	Hold	1,062	–	–	﹤0.01%	426
2018 Q4	$17K	Hold	1,062	–	–	﹤0.01%	425
2018 Q3	$18K	Hold	1,062	–	–	﹤0.01%	450
2018 Q2	$18K	Buy	+1,062	New	+$18.1K	﹤0.01%	457

Other funds holding WEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Farmers & Merchants Investments Inc's WEN Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Wendy's (WEN) position steady in Q2 2026 at 1,137 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Farmers & Merchants Investments Inc first reported a position in WEN in Q2 2018 and has held it in 33 quarters since. The position peaked at $25.8K in Q4 2022. 205 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Farmers & Merchants Investments Inc held 1,137 shares of Wendy's worth $9.43K as of Q2 2026.
Farmers & Merchants Investments Inc left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #807 holding.
Farmers & Merchants Investments Inc first reported a position in Wendy's in Q2 2018 and has held it in 33 quarters since.
Farmers & Merchants Investments Inc's Wendy's position peaked at $25.8K in Q4 2022.
205 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.