HWM
WEN icon

HB Wealth Management’s Wendy's WEN Stock Holding History

HB Wealth Management’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 		$130K Sell
15,736
-13,398
-46% -$95.8K ﹤0.01% 1644
2026
Q1 		$202K Sell
29,134
-707
-2% -$5.44K ﹤0.01% 1443
2025
Q4 		$249K Buy
29,841
+10,465
+54% +$90.3K ﹤0.01% 1235
2025
Q3 		$177K Buy
19,376
+2,027
+12% +$20.8K ﹤0.01% 1285
2025
Q2 		$198K Buy
17,349
+427
+3% +$5.21K ﹤0.01% 1111
2025
Q1 		$248K Buy
16,922
+6,557
+63% +$98.6K ﹤0.01% 1045
2024
Q4 		$169K Sell
10,365
-630
-6% -$11.5K ﹤0.01% 997
2024
Q3 		$193K Buy
10,995
+433
+4% +$7.37K ﹤0.01% 902
2024
Q2 		$179K Sell
10,562
-4,240
-29% -$77.1K ﹤0.01% 854
2024
Q1 		$279K Sell
14,802
-659
-4% -$12.4K ﹤0.01% 685
2023
Q4 		$301K Buy
15,461
+805
+5% +$15.5K ﹤0.01% 609
2023
Q3 		$299K Sell
14,656
-1
-0% -$21 ﹤0.01% 569
2023
Q2 		$319K Buy
14,657
+74
+0.5% +$1.65K 0.01% 526
2023
Q1 		$318K Buy
14,583
+55
+0.4% +$1.21K 0.01% 521
2022
Q4 		$329K Buy
14,528
+2,952
+26% +$63K 0.01% 494
2022
Q3 		$216K Buy
11,576
+76
+0.7% +$1.53K ﹤0.01% 526
2022
Q2 		$217K Buy
11,500
+100
+0.9% +$1.9K ﹤0.01% 529
2022
Q1 		$250K Buy
11,400
+7
+0.1% +$158 ﹤0.01% 498
2021
Q4 		$272K Buy
+11,393
New +$253K 0.01% 408

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 $3.38T AUM 44.17% 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

HB Wealth Management's WEN Position: Q2 2026 in Review

HB Wealth Management reduced its Wendy's (WEN) stake by 46% in Q2 2026, selling an estimated $95.8K and leaving 15,736 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

HB Wealth Management first reported a position in WEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $329K in Q4 2022. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • HB Wealth Management held 15,736 shares of Wendy's worth $130K as of Q2 2026.
  • HB Wealth Management sold 13,398 Wendy's shares in Q2 2026, an estimated $95.8K.
  • Wendy's made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1644 holding.
  • HB Wealth Management first reported a position in Wendy's in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Wendy's position peaked at $329K in Q4 2022.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.