Kimelman & Baird’s Wendy's WEN Stock Holding History

Kimelman & Baird’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	$417K	Hold	50,355	–	–	0.03%	95
2026 Q1	$350K	Sell	50,355 -7,000	-12%	-$53.9K	0.03%	98
2025 Q4	$478K	Sell	57,355 -1,373	-2%	-$11.8K	0.04%	90
2025 Q3	$538K	Hold	58,728	–	–	0.04%	88
2025 Q2	$671K	Sell	58,728 -150	-0.3%	-$1.83K	0.05%	79
2025 Q1	$861K	Hold	58,878	–	–	0.07%	68
2024 Q4	$960K	Hold	58,878	–	–	0.08%	70
2024 Q3	$1.03M	Hold	58,878	–	–	0.08%	70
2024 Q2	$999K	Buy	+58,878	New	+$1.07M	0.08%	70

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kimelman & Baird's WEN Position: Q2 2026 in Review

Kimelman & Baird held its Wendy's (WEN) position steady in Q2 2026 at 50,355 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #95.

Kimelman & Baird first reported a position in WEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Kimelman & Baird held 50,355 shares of Wendy's worth $417K as of Q2 2026.
Kimelman & Baird left its Wendy's share count unchanged in Q2 2026.
Wendy's made up 0.03% of Kimelman & Baird's portfolio in Q2 2026, its #95 holding.
Kimelman & Baird first reported a position in Wendy's in Q2 2024 and has held it in 9 quarters since.
Kimelman & Baird's Wendy's position peaked at $1.03M in Q3 2024.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.