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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
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 $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

Kingsview Wealth Management's WEN Position: Q1 2026 in Review

Kingsview Wealth Management increased its Wendy's (WEN) stake by 120% in Q1 2026, buying an estimated $621K and bringing the position to 148,026 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #688.

Kingsview Wealth Management first reported a position in WEN in Q4 2021 and has held it in 4 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Kingsview Wealth Management held 148,026 shares of Wendy's worth $1.03M as of Q1 2026.
  • Kingsview Wealth Management bought 80,688 Wendy's shares in Q1 2026, an estimated $621K.
  • Wendy's made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #688 holding.
  • Kingsview Wealth Management first reported a position in Wendy's in Q4 2021 and has held it in 4 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.