Jones Financial Companies
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Jones Financial Companies’s Wendy's WEN Stock Holding History

Jones Financial Companies’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
Q1 		$208K Buy
30,655
+1,805
+6% +$13.9K ﹤0.01% 2389
2025
Q4 		$240K Buy
28,850
+8,559
+42% +$73.9K ﹤0.01% 1820
2025
Q3 		$187K Buy
20,291
+11,142
+122% +$114K ﹤0.01% 1813
2025
Q2 		$106K Buy
9,149
+1,665
+22% +$20.3K ﹤0.01% 1918
2025
Q1 		$109K Buy
7,484
+996
+15% +$15K ﹤0.01% 1734
2024
Q4 		$106K Buy
6,488
+5,251
+424% +$95.8K ﹤0.01% 1603
2024
Q3 		$22K Sell
1,237
-14
-1% -$238 ﹤0.01% 1923
2024
Q2 		$21.2K Buy
+1,251
New +$22.7K ﹤0.01% 1520
2022
Q3 		– Sell
-252
Closed -$5K – 746
2022
Q2 		$5K Hold
252
– – ﹤0.01% 551
2022
Q1 		$6K Sell
252
-292
-54% -$6.58K ﹤0.01% 571
2021
Q4 		$13K Sell
544
-55
-9% -$1.22K ﹤0.01% 525
2021
Q3 		$13K Sell
599
-64
-10% -$1.46K ﹤0.01% 465
2021
Q2 		$16K Hold
663
– – ﹤0.01% 426
2021
Q1 		$13K Buy
+663
New +$13.8K ﹤0.01% 510
2013
Q3 		– Sell
-850
Closed -$5K – 842
2013
Q2 		$5K Buy
+850
New +$4.92K ﹤0.01% 684

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's WEN Position: Q1 2026 in Review

Jones Financial Companies increased its Wendy's (WEN) stake by 6.3% in Q1 2026, buying an estimated $13.9K and bringing the position to 30,655 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Jones Financial Companies first reported a position in WEN in Q2 2013 and has held it in 15 quarters since. The position peaked at $240K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Jones Financial Companies held 30,655 shares of Wendy's worth $208K as of Q1 2026.
  • Jones Financial Companies bought 1,805 Wendy's shares in Q1 2026, an estimated $13.9K.
  • Wendy's made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2389 holding.
  • Jones Financial Companies first reported a position in Wendy's in Q2 2013 and has held it in 15 quarters since.
  • Jones Financial Companies's Wendy's position peaked at $240K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.