Laurel Wealth Advisors (North Carolina)’s Wendy's WEN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-15	Closed	-$125	–	665
2025 Q4	$125	Buy	+15	New	+$129	﹤0.01%	687
2025 Q2	–	Sell	-15	Closed	-$220	–	675
2025 Q1	$220	Hold	15	–	–	﹤0.01%	675
2024 Q4	$245	Hold	15	–	–	﹤0.01%	705
2024 Q3	$263	Hold	15	–	–	﹤0.01%	674
2024 Q2	$255	Hold	15	–	–	﹤0.01%	624
2024 Q1	$283	Hold	15	–	–	﹤0.01%	615
2023 Q4	$293	Hold	15	–	–	﹤0.01%	553
2023 Q3	$307	Hold	15	–	–	﹤0.01%	559
2023 Q2	$327	Hold	15	–	–	﹤0.01%	558
2023 Q1	$327	Hold	15	–	–	﹤0.01%	562
2022 Q4	$340	Buy	+15	New	+$320	﹤0.01%	533
2022 Q2	–	Sell	-15	Closed	–	–	702
2022 Q1	$0	Hold	15	–	–	﹤0.01%	704
2021 Q4	$0	Hold	15	–	–	﹤0.01%	701
2021 Q3	$0	Hold	15	–	–	﹤0.01%	757
2021 Q2	$0	Buy	+15	New	+$344	﹤0.01%	762
2020 Q4	–	Sell	-15	Closed	–	–	624
2020 Q3	$0	Hold	15	–	–	﹤0.01%	559
2020 Q2	$0	Hold	15	–	–	﹤0.01%	544
2020 Q1	$0	Hold	15	–	–	﹤0.01%	565
2019 Q4	$0	Hold	15	–	–	﹤0.01%	547
2019 Q3	$0	Buy	+15	New	+$299	﹤0.01%	544

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WEN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Wendy's (WEN) in Q1 2026, closing a stake of 15 shares — an estimated $125 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WEN in Q3 2019 and held it in 20 quarters. The position peaked at $340 in Q4 2022. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 15 Wendy's shares in Q1 2026, an estimated $125.
Laurel Wealth Advisors (North Carolina) first reported a position in Wendy's in Q3 2019 and held it in 20 quarters.
Laurel Wealth Advisors (North Carolina)'s Wendy's position peaked at $340 in Q4 2022.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.