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Loring Wolcott & Coolidge Fiduciary Advisors’s Wendy's WEN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$14.1K Hold
1,706
– – ﹤0.01% 506
2026
Q1 		$11.8K Hold
1,706
– – ﹤0.01% 512
2025
Q4 		$13.6K Buy
+1,706
New +$14.7K ﹤0.01% 488

Other funds holding WEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WEN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Wendy's (WEN) position steady in Q2 2026 at 1,706 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,706 shares of Wendy's worth $14.1K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #506 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.