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Legacy Capital Group California’s Wendy's WEN Stock Holding History

Legacy Capital Group California’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 		$499K Sell
60,186
-1,500
-2% -$10.7K 0.15% 200
2026
Q1 		$429K Sell
61,686
-6,755
-10% -$52K 0.16% 193
2025
Q4 		$570K Sell
68,441
-440
-0.6% -$3.8K 0.14% 189
2025
Q3 		$631K Buy
+68,881
New +$707K 0.16% 170

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Capital Group California's WEN Position: Q2 2026 in Review

Legacy Capital Group California reduced its Wendy's (WEN) stake by 2.4% in Q2 2026, selling an estimated $10.7K and leaving 60,186 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #200.

Legacy Capital Group California first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $631K in Q3 2025. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Legacy Capital Group California held 60,186 shares of Wendy's worth $499K as of Q2 2026.
  • Legacy Capital Group California sold 1,500 Wendy's shares in Q2 2026, an estimated $10.7K.
  • Wendy's made up 0.15% of Legacy Capital Group California's portfolio in Q2 2026, its #200 holding.
  • Legacy Capital Group California first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's Wendy's position peaked at $631K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.