LMR Partners’s Wendy's WEN Stock Holding History

LMR Partners’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	–	Sell	-14,788	Closed	-$103K	–	1807
2026 Q1	$103K	Buy	+14,788	New	+$114K	﹤0.01%	1260
2015 Q3	–	Sell	-119,200	Closed	-$1.34M	–	499
2015 Q2	$1.34M	Buy	+119,200	New	+$1.31M	0.16%	183

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

LMR Partners's WEN Position: Q2 2026 in Review

LMR Partners sold out of Wendy's (WEN) in Q2 2026, closing a stake of 14,788 shares — an estimated $103K sold.

LMR Partners first reported a position in WEN in Q2 2015 and held it in 2 quarters. The position peaked at $1.34M in Q2 2015. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

LMR Partners reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 14,788 Wendy's shares in Q2 2026, an estimated $103K.
LMR Partners first reported a position in Wendy's in Q2 2015 and held it in 2 quarters.
LMR Partners's Wendy's position peaked at $1.34M in Q2 2015.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.