LFG
WEN icon

Larson Financial Group’s Wendy's WEN Stock Holding History

Larson Financial Group’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 		$12.4K Sell
1,781
-341
-16% -$2.62K ﹤0.01% 2115
2025
Q4 		$17.7K Buy
2,122
+825
+64% +$7.12K ﹤0.01% 1790
2025
Q3 		$11.9K Sell
1,297
-442
-25% -$4.54K ﹤0.01% 1929
2025
Q2 		$19.9K Buy
1,739
+1,108
+176% +$13.5K ﹤0.01% 1494
2025
Q1 		$9.22K Buy
631
+624
+8,914% +$9.38K ﹤0.01% 1671
2024
Q4 		$121 Hold
7
– – ﹤0.01% 2564
2024
Q3 		$128 Hold
7
– – ﹤0.01% 2490
2024
Q2 		$122 Hold
7
– – ﹤0.01% 2205
2024
Q1 		$134 Hold
7
– – ﹤0.01% 1675
2023
Q4 		$136 Hold
7
– – ﹤0.01% 1686
2023
Q3 		$143 Hold
7
– – ﹤0.01% 1647
2023
Q2 		$152 Hold
7
– – ﹤0.01% 1506
2023
Q1 		$152 Hold
7
– – ﹤0.01% 1479
2022
Q4 		$158 Hold
7
– – ﹤0.01% 1437
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1413
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1306
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1184
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1184
2021
Q3 		$0 Hold
7
– – ﹤0.01% 958
2021
Q2 		$0 Hold
7
– – ﹤0.01% 953
2021
Q1 		$0 Hold
7
– – ﹤0.01% 936
2020
Q4 		$0 Buy
+7
New +$159 ﹤0.01% 863

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

Larson Financial Group's WEN Position: Q1 2026 in Review

Larson Financial Group reduced its Wendy's (WEN) stake by 16% in Q1 2026, selling an estimated $2.62K and leaving 1,781 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Larson Financial Group first reported a position in WEN in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.9K in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Larson Financial Group held 1,781 shares of Wendy's worth $12.4K as of Q1 2026.
  • Larson Financial Group sold 341 Wendy's shares in Q1 2026, an estimated $2.62K.
  • Wendy's made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2115 holding.
  • Larson Financial Group first reported a position in Wendy's in Q4 2020 and has held it in 22 quarters since.
  • Larson Financial Group's Wendy's position peaked at $19.9K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.