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

Kingsview 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	–	Sell	-148,026	Closed	-$1.03M	–	1526
2026 Q1	$1.03M	Buy	148,026 +80,688	+120%	+$621K	0.01%	688
2025 Q4	$561K	Buy	+67,338	New	+$581K	0.01%	806
2025 Q2	–	Sell	-24,700	Closed	-$361K	–	1229
2025 Q1	$361K	Buy	+24,700	New	+$371K	0.01%	828
2022 Q1	–	Sell	-38,373	Closed	-$915K	–	1026
2021 Q4	$915K	Buy	+38,373	New	+$853K	0.04%	433

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

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

Kingsview Wealth Management sold out of Wendy's (WEN) in Q2 2026, closing a stake of 148,026 shares — an estimated $1.03M sold.

Kingsview Wealth Management first reported a position in WEN in Q4 2021 and held it in 4 quarters. The position peaked at $1.03M in Q1 2026. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Kingsview Wealth Management reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 148,026 Wendy's shares in Q2 2026, an estimated $1.03M.
Kingsview Wealth Management first reported a position in Wendy's in Q4 2021 and held it in 4 quarters.
Kingsview Wealth Management's Wendy's position peaked at $1.03M in Q1 2026.
404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.