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Hilton Head Capital Partners’s Wendy's WEN Stock Holding History

Hilton Head Capital 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 		$26.5K Sell
3,192
-2,495
-44% -$17.8K 0.01% 428
2026
Q1 		$39.5K Buy
5,687
+2,080
+58% +$16K 0.02% 343
2025
Q4 		$30K Buy
+3,607
New +$31.1K 0.02% 382

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

Hilton Head Capital Partners's WEN Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Wendy's (WEN) stake by 44% in Q2 2026, selling an estimated $17.8K and leaving 3,192 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #428.

Hilton Head Capital Partners first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.5K in Q1 2026. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Hilton Head Capital Partners held 3,192 shares of Wendy's worth $26.5K as of Q2 2026.
  • Hilton Head Capital Partners sold 2,495 Wendy's shares in Q2 2026, an estimated $17.8K.
  • Wendy's made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #428 holding.
  • Hilton Head Capital Partners first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Wendy's position peaked at $39.5K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.