Key Capital Management
WEN icon

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
Q3 		$963 Sell
151
-203
-57% -$1.56K ﹤0.01% 684
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Key Capital Management's WEN Position: Q3 2026 in Review

Key Capital Management reduced its Wendy's (WEN) stake by 57% in Q3 2026, selling an estimated $1.56K and leaving 151 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Key Capital Management first reported a position in WEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.6K in Q4 2025. 224 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Key Capital Management held 151 shares of Wendy's worth $963 as of Q3 2026.
  • Key Capital Management sold 203 Wendy's shares in Q3 2026, an estimated $1.56K.
  • Wendy's made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #684 holding.
  • Key Capital Management first reported a position in Wendy's in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Wendy's position peaked at $18.6K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.