Frank Rimerman Advisors’s Wendy's WEN Stock Holding History

Frank Rimerman Advisors’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	-32,973	Closed	-$229K	–	654
2026 Q1	$229K	Buy	+32,973	New	+$254K	0.02%	554
2025 Q3	–	Sell	-16,056	Closed	-$183K	–	629
2025 Q2	$183K	Buy	+16,056	New	+$196K	0.01%	546
2025 Q1	–	Sell	-46,907	Closed	-$765K	–	556
2024 Q4	$765K	Buy	46,907 +33,819	+258%	+$617K	0.06%	230
2024 Q3	$229K	Sell	13,088 -14,068	-52%	-$239K	0.02%	477
2024 Q2	$461K	Buy	+27,156	New	+$494K	0.03%	353

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

Frank Rimerman Advisors's WEN Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Wendy's (WEN) in Q2 2026, closing a stake of 32,973 shares — an estimated $229K sold.

Frank Rimerman Advisors first reported a position in WEN in Q2 2024 and held it in 5 quarters. The position peaked at $765K in Q4 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Frank Rimerman Advisors reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 32,973 Wendy's shares in Q2 2026, an estimated $229K.
Frank Rimerman Advisors first reported a position in Wendy's in Q2 2024 and held it in 5 quarters.
Frank Rimerman Advisors's Wendy's position peaked at $765K in Q4 2024.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.