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

JPL 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 		$3.52K Hold
425
– – ﹤0.01% 877
2026
Q1 		$2.95K Buy
+425
New +$3.27K ﹤0.01% 845
2025
Q4 		– Sell
-425
Closed -$3.89K – 1125
2025
Q3 		$3.89K Buy
+425
New +$4.37K ﹤0.01% 713

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

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

JPL Wealth Management held its Wendy's (WEN) position steady in Q2 2026 at 425 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

JPL Wealth Management first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.89K in Q3 2025. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • JPL Wealth Management held 425 shares of Wendy's worth $3.52K as of Q2 2026.
  • JPL Wealth Management left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #877 holding.
  • JPL Wealth Management first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Wendy's position peaked at $3.89K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.