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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
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 $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

Legacy Capital Group California's WEN Position: Q1 2026 in Review

Legacy Capital Group California reduced its Wendy's (WEN) stake by 9.9% in Q1 2026, selling an estimated $52K and leaving 61,686 shares worth $429K. The position accounts for 0.16% of the portfolio, ranked #193.

Legacy Capital Group California first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $631K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Legacy Capital Group California held 61,686 shares of Wendy's worth $429K as of Q1 2026.
  • Legacy Capital Group California sold 6,755 Wendy's shares in Q1 2026, an estimated $52K.
  • Wendy's made up 0.16% of Legacy Capital Group California's portfolio in Q1 2026, its #193 holding.
  • Legacy Capital Group California first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • Legacy Capital Group California's Wendy's position peaked at $631K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.