Key Capital Management’s Wendy's WEN Stock Holding History

Key Capital 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	$2.94K	Sell	354 -1,219	-77%	-$8.71K	﹤0.01%	522
2026 Q1	$10.9K	Sell	1,573 -664	-30%	-$5.11K	0.01%	306
2025 Q4	$18.6K	Buy	+2,237	New	+$19.3K	0.02%	222

Other funds holding WEN

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Key Capital Management's WEN Position: Q2 2026 in Review

Key Capital Management reduced its Wendy's (WEN) stake by 77% in Q2 2026, selling an estimated $8.71K and leaving 354 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Key Capital Management first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.6K in Q4 2025. 171 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Key Capital Management held 354 shares of Wendy's worth $2.94K as of Q2 2026.
Key Capital Management sold 1,219 Wendy's shares in Q2 2026, an estimated $8.71K.
Wendy's made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #522 holding.
Key Capital Management first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's Wendy's position peaked at $18.6K in Q4 2025.
171 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.