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 Q2	$15.4K	Buy	1,862 +81	+5%	+$579	﹤0.01%	2159
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 $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

Larson Financial Group's WEN Position: Q2 2026 in Review

Larson Financial Group increased its Wendy's (WEN) stake by 4.5% in Q2 2026, buying an estimated $579 and bringing the position to 1,862 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Larson Financial Group first reported a position in WEN in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.9K in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Larson Financial Group held 1,862 shares of Wendy's worth $15.4K as of Q2 2026.
Larson Financial Group bought 81 Wendy's shares in Q2 2026, an estimated $579.
Wendy's made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2159 holding.
Larson Financial Group first reported a position in Wendy's in Q4 2020 and has held it in 23 quarters since.
Larson Financial Group's Wendy's position peaked at $19.9K in Q2 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.