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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
Q2 		$8 Sell
1
-56,745
-100% -$406K ﹤0.01% 976
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freestone Grove Partners's WEN Position: Q2 2026 in Review

Freestone Grove Partners reduced its Wendy's (WEN) stake by 100% in Q2 2026, selling an estimated $406K and leaving 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Freestone Grove Partners first reported a position in WEN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.49M in Q2 2025. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Freestone Grove Partners held 1 share of Wendy's worth $8 as of Q2 2026.
  • Freestone Grove Partners sold 56,745 Wendy's shares in Q2 2026, an estimated $406K.
  • Wendy's made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #976 holding.
  • Freestone Grove Partners first reported a position in Wendy's in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Wendy's position peaked at $1.49M in Q2 2025.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.