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Horizon Investments’s Wendy's WEN Stock Holding History

Horizon Investments’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 		$804 Sell
97
-37
-28% -$264 ﹤0.01% 1315
2026
Q1 		$931 Buy
134
+58
+76% +$446 ﹤0.01% 1320
2025
Q4 		$633 Buy
+76
New +$656 ﹤0.01% 1249

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

Horizon Investments's WEN Position: Q2 2026 in Review

Horizon Investments reduced its Wendy's (WEN) stake by 28% in Q2 2026, selling an estimated $264 and leaving 97 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Horizon Investments first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $931 in Q1 2026. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Horizon Investments held 97 shares of Wendy's worth $804 as of Q2 2026.
  • Horizon Investments sold 37 Wendy's shares in Q2 2026, an estimated $264.
  • Wendy's made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1315 holding.
  • Horizon Investments first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • Horizon Investments's Wendy's position peaked at $931 in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.