John Overdeck’s Wendy's WEN Stock Holding History

John Overdeck’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	–	Sell	-54,500	Closed	-$379K	–	5477
2026 Q1	$379K	Buy	+54,500	New	+$419K	﹤0.01%	3910
2022 Q1	–	Sell	-20,200	Closed	-$482K	–	4443
2021 Q4	$482K	Buy	20,200 +1,000	+5%	+$22.2K	﹤0.01%	3290
2021 Q3	$416K	Sell	19,200 -35,500	-65%	-$809K	﹤0.01%	3410
2021 Q2	$1.28M	Buy	+54,700	New	+$1.26M	﹤0.01%	2263
2020 Q4	–	Sell	-34,000	Closed	-$758K	–	3811
2020 Q3	$758K	Buy	+34,000	New	+$749K	﹤0.01%	1950
2018 Q4	–	Sell	-14,000	Closed	-$240K	–	3586
2018 Q3	$240K	Sell	14,000 -29,200	-68%	-$510K	﹤0.01%	2898
2018 Q2	$742K	Buy	+43,200	New	+$735K	﹤0.01%	2367

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's WEN Position: Q2 2026 in Review

John Overdeck reduced its Wendy's (WEN) stake by 64% in Q2 2026, selling an estimated $17.3M and leaving 1,368,445 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #1438.

John Overdeck first reported a position in WEN in Q2 2013 and has held it in 42 quarters since. The position peaked at $95M in Q3 2020. 401 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

John Overdeck held 1,368,445 shares of Wendy's worth $11.3M as of Q2 2026.
John Overdeck sold 2,416,540 Wendy's shares in Q2 2026, an estimated $17.3M.
Wendy's made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1438 holding.
John Overdeck first reported a position in Wendy's in Q2 2013 and has held it in 42 quarters since.
John Overdeck's Wendy's position peaked at $95M in Q3 2020.
401 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.