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 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 $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Frank Rimerman Advisors's WEN Position: Q1 2026 in Review

Frank Rimerman Advisors opened a new position in Wendy's (WEN) in Q1 2026: 32,973 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #554 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in WEN as recently as Q2 2025.

Frank Rimerman Advisors first reported a position in WEN in Q2 2024 and has held it in 5 quarters since. The position peaked at $765K in Q4 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Frank Rimerman Advisors held 32,973 shares of Wendy's worth $229K as of Q1 2026.
Wendy's was a new Frank Rimerman Advisors position in Q1 2026.
Wendy's made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #554 holding.
Frank Rimerman Advisors first reported a position in Wendy's in Q2 2024 and has held it in 5 quarters since.
Frank Rimerman Advisors's Wendy's position peaked at $765K in Q4 2024.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.