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Freestone Grove Partners’s Wendy's WEN Stock Holding History

Freestone Grove Partners’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 		$394K Buy
+56,746
New +$437K ﹤0.01% 642
2025
Q3 		– Sell
-130,456
Closed -$1.49M – 917
2025
Q2 		$1.49M Buy
130,456
+84,813
+186% +$1.03M 0.01% 394
2025
Q1 		$668K Buy
45,643
+7,479
+20% +$112K 0.01% 383
2024
Q4 		$622K Buy
+38,164
New +$697K 0.01% 348

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freestone Grove Partners's WEN Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Wendy's (WEN) in Q1 2026: 56,746 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WEN as recently as Q2 2025.

Freestone Grove Partners first reported a position in WEN in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.49M in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Freestone Grove Partners held 56,746 shares of Wendy's worth $394K as of Q1 2026.
  • Wendy's was a new Freestone Grove Partners position in Q1 2026.
  • Wendy's made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #642 holding.
  • Freestone Grove Partners first reported a position in Wendy's in Q4 2024 and has held it in 4 quarters since.
  • Freestone Grove Partners's Wendy's position peaked at $1.49M in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.