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Kaufman Rossin Wealth’s Wendy's WEN Stock Holding History

Kaufman Rossin Wealth’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 		– Sell
-28,317
Closed -$236K – 161
2025
Q4 		$236K Sell
28,317
-825
-3% -$7.12K 0.12% 135
2025
Q3 		$267K Hold
29,142
– – 0.15% 107
2025
Q2 		$333K Buy
29,142
+5,819
+25% +$71K 0.21% 72
2025
Q1 		$341K Buy
+23,323
New +$351K 0.24% 74

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

Kaufman Rossin Wealth's WEN Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Wendy's (WEN) in Q1 2026, closing a stake of 28,317 shares — an estimated $236K sold.

Kaufman Rossin Wealth first reported a position in WEN in Q1 2025 and held it in 4 quarters. The position peaked at $341K in Q1 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 28,317 Wendy's shares in Q1 2026, an estimated $236K.
  • Kaufman Rossin Wealth first reported a position in Wendy's in Q1 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's Wendy's position peaked at $341K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.